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Morningstar

Columbia Short Term Bond Inst3 CSBYX

Morningstar Analyst Rating
Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.47  /  0.41 %
  • Total Assets 959.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.37%
  • Effective Duration 1.90 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CSBYX

Will CSBYX 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 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.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Columbia Short Term Bond Inst3 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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