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Columbia Corporate Income Inst3 CRIYX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.08  /  −0.32 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 4.50%
  • Effective Duration 6.46 years

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CRIYX

Will CRIYX outperform in future?

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

Robust credit research has paid off here.

Analyst Max Curtin

Max Curtin

Analyst

Summary

Increased confidence in the breadth and depth of Columbia Corporate Income’s bottom-up research capabilities warrants People and Process upgrades to Above Average from Average.

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Portfolio Holdings CRIYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.23 70.9 Mil
Cash and Equivalents

Verizon Communications Inc. 2.55%

1.81 30.4 Mil
Corporate

Wells Fargo & Co. 5.557%

1.75 29.4 Mil
Corporate

UnitedHealth Group Inc. 5%

1.74 29.2 Mil
Corporate

Bank of America Corp. 1.922%

1.70 28.6 Mil
Corporate

NiSource Inc. 1.7%

1.68 28.2 Mil
Corporate

United States Treasury Bonds 4.375%

1.51 25.4 Mil
Government

BP Capital Markets America, Inc. 4.989%

1.48 24.8 Mil
Corporate

Carrier Global Corporation 2.722%

1.46 24.4 Mil
Corporate

BAE Systems PLC 1.9%

1.45 24.4 Mil
Corporate