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Columbia Quality Income Inst CUGZX

Analyst rating as of
  • NAV / 1-Day Return 18.44  /  0.04 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.12%
  • Effective Duration 7.76 years

Morningstar’s Analysis CUGZX

Will CUGZX outperform in future?

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

When they say "quality," they mean "securitized."

Senior Analyst

Summary

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Columbia Quality Income is a mortgage-focused core-plus strategy, with term “Quality” being implied by the fact that all the bonds are securitized by large pools of loans. Its experienced team executes a fundamentally driven process paired with robust portfolio risk management, although that's balanced by a healthier risk appetite than many peers. The strategy earns a Morningstar Analyst Rating of Neutral on all share classes.

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