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Columbia Short Term Bond Inst3 CSBYX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.72  /  +0.12 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 4.25%
  • Effective Duration 1.95 years

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CSBYX

Will CSBYX outperform in future?

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

Strength in Columbia Short Term Bond Inst3's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings CSBYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.30 37.6 Mil
Cash and Equivalents

Wells Fargo Commercial Mortgage Trust 6.37233%

1.74 15.2 Mil
Securitized

SPGN 2022-TFLM MORTGAGE TRUST 6.87533%

1.59 13.9 Mil
Securitized

DEEPHAVEN RESIDENTIAL MORTGAGE TRUST 2022-1 2.205%

1.37 12.0 Mil
Securitized

BARINGS CLO LTD. 2018-IV 7.2756%

1.25 11.0 Mil
Securitized

ONEMAIN FINANCIAL ISSUANCE TRUST 2022-2 4.89%

1.25 10.9 Mil
Securitized

WESTLAKE AUTOMOBILE RECEIVABLES TRUST 2021-2 1.23%

1.21 10.6 Mil
Securitized

PRKCM 2021-AFC2 TRUST 2.071%

1.17 10.3 Mil
Securitized

PAGAYA AI DEBT TRUST 2024-2 6.319%

1.17 10.2 Mil
Securitized

RR 3 Ltd. 6.9756%

1.16 10.1 Mil
Securitized