Weakness in Columbia Tax-Exempt Inst's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 11.95 / 0.16 %
- Total Assets 2.4 Bil
Adj. Expense Ratio
- Expense Ratio 0.530%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Muni National Long
- Credit Quality / Interest Rate Sensitivity Medium / Extensive
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 3.51%
- Effective Duration 9.18 years
Morningstar’s Analysis CTEZX
Will CTEZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.