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Morningstar

Columbia Short Term Bond R CSBRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.54  /  0.11 %
  • Total Assets 763.2 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.56%
  • Effective Duration 1.93 years

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:12 PM GMT+0

Morningstar’s Analysis CSBRX

Will CSBRX outperform in 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 CSBRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CSBRX 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 CSBRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Short Term Bond R earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSBRX

More CSBRX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 418
  • Other Holdings 5
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

2.73
20,009,500
Cash and Equivalents

Wells Fargo Commercial Mortgage Trust 6.3792%

2.08
15,247,104
Securitized

SPGN 2022-TFLM MORTGAGE TRUST 6.8822%

1.83
13,455,814
Securitized

DEEPHAVEN RESIDENTIAL MORTGAGE TRUST 2022-1 2.205%

1.73
12,667,970
Securitized

CSMC 2022-JR1 Trust 4.267%

1.50
11,017,763
Securitized

BARINGS CLO LTD. 2018-IV 7.26957%

1.48
10,858,881
Securitized

ONEMAIN FINANCIAL ISSUANCE TRUST 2022-2 4.89%

1.47
10,807,288
Securitized

WESTLAKE AUTOMOBILE RECEIVABLES TRUST 2021-2 1.23%

1.40
10,308,325
Securitized

PRKCM 2021-AFC2 TRUST 2.071%

1.39
10,162,276
Securitized

Rr 3 Ltd 6.96957%

1.37
10,047,089
Securitized