Morningstar

Multi-Manager Total Return Bond Strategies Fund Institutional Class CTRZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.63  /  −0.12 %
  • Total Assets 12.1B
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 4.40%
  • Effective Duration 5.91 years

USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CTRZX

Will CTRZX outperform in the 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 CTRZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Multi-Manager Total Return Bd Strat Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings CTRZX

More CTRZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

COLUMBIA SHORT TERM CASH FUND

4.72 652M
Cash and Equivalents

ICE: (CDX.NA.IG.46.V1)

2.28 315M
Derivative

COLUMBIA SHORT TERM CASH FUND

2.22 306M
Cash and Equivalents

FGBPUSD20260626CIT Purchased

2.15 297M
Derivative

United Kingdom of Great Britain and Northern Ireland 4.375%

1.30 180M
Government

FGBPUSD20260401CIT Purchased

1.30 179M
Derivative

ICE: (CDX.NA.IG.46.V1)

1.22 168M
Derivative

United States Treasury Bonds 4.625%

1.22 168M
Government

FEURUSD20260424STCB Purchased

1.16 160M
Derivative

United States Treasury Bonds 4.875%

1.06 147M
Government

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