Morningstar

Columbia Short Term Bond Fund Institutional 3 Class CSBYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.77  /  0.00
  • Total Assets 1.7B
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.360%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 4.65%
  • Effective Duration 1.93 years

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSBYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Short Term Bond Inst3 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CSBYX

More CSBYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VISTA POINT SEC TR 2020-2 5.601%

1.63 27M
Securitized

Columbia Short-Term Cash

1.62 27M
Cash and Equivalents

EXTENDED STAY AMERICA TRUST 2025-ESH 4.97251%

1.11 19M
Securitized

Morgan Stanley Residential Mortgage Loan Trust 2025-Nqm1 5.738%

1.05 18M
Securitized

United States Treasury Bills 0%

0.99 17M
Government

Aimco CLO 11 Ltd /Llc 5.00763%

0.96 16M
Securitized

AFFIRM MASTER TRUST 4.99%

0.95 16M
Securitized

MAGNETITE LTD 2023-36 4.98802%

0.90 15M
Securitized

Elmwood CLO I Ltd. 4.90763%

0.90 15M
Securitized

PROGRESS RESIDENTIAL 2022-SFR6 TRUS 4.451%

0.90 15M
Securitized

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