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Columbia Tax-Exempt C COLCX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.87  /  0.24 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.330%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni National Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.65%
  • Effective Duration 9.18 years

Morningstar’s Analysis COLCX

Will COLCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Columbia Tax-Exempt C's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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