The seasoned and stable team running Columbia Strategic Income has executed a thoughtful, albeit risky, approach delivering strong returns over the long term. We have upgraded the strategy's People and Process Pillar ratings to Above Average, which has pushed its Morningstar Analyst Ratings to Silver and Bronze.
Will COSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable COSIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the COSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of COSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.