CTMRX – Columbia Intermediate Dur Muni Bd Inst2 Fund Stock Price | Morningstar

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NAV / 1-Day Return 9.51 / +0.01 %
Total Assets 1.6 Bil
Adj. Expense Ratio

0.330%
Expense Ratio 0.330%
Distribution Fee Level Low
Share Class Type Institutional
Category Muni National Interm
Credit Quality / Interest Rate Sensitivity Medium/Moderate
Min. Initial Investment —
Status Open
TTM Yield 3.52%
Effective Duration 4.70 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Will CTMRX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CTMRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Weakness in Columbia Intermediate Dur Muni Bd Inst2's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on May 31, 2024 Published on May 31, 2024

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