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Morningstar

Columbia Strategic Income R CSNRX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.94  /  0.63 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.61%
  • Effective Duration 5.66 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 CSNRX

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

People Pillar

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

A cargo ship full of credit risk that has stayed afloat.

Senior Analyst

Summary

| by Peter Marchese

The seasoned and stable team running Columbia Strategic Income executes a fundamentally driven process paired with robust portfolio risk management, and has delivered strong returns to investors over the long term. We are maintaining the strategy's People and Process Pillar ratings at Above Average, and all of its share classes carry Morningstar Analyst Ratings of either Silver or Bronze.

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