Morningstar

Columbia Select Corporate Income Fund Institutional 3 Class CRIYX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $8.75  /  0.00
  • Fund Size $1.8B
  • Adjusted Expense Ratio 0.470%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Corporate Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 5.04%
  • Average Effective Duration 6.03 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CRIYX

Will CRIYX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRIYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRIYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CRIYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling corporate bond strategy.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

Columbia Select Corporate Income’s rigorous bottom-up research framework makes it a dependable corporate bond offering.

by River Meng
Rated on Published on

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Portfolio Holdings CRIYX

More CRIYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

3.27 61M
Cash and Equivalents

Principal Life Global Funding II 4.95%

1.96 37M
Corporate

United States Treasury Bonds 4.875%

1.83 34M
Government

Bacardi Ltd / Bacardi Martini BV 5.4%

1.62 30M
Corporate

HSBC Holdings PLC 5.279%

1.59 30M
Corporate

Verizon Communications Inc. 2.55%

1.43 27M
Corporate

Bank of America Corp. 1.922%

1.28 24M
Corporate

ERAC USA Finance LLC 4.6%

1.28 24M
Corporate

BAE Systems PLC 1.9%

1.17 22M
Corporate

JPMorgan Chase & Co. 4.347%

1.15 21M
Corporate

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