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Morningstar

Columbia High Yield Bond Adv CYLRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.98  /  +0.11 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 5.82%
  • Effective Duration 3.18 years

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

Morningstar’s Analysis CYLRX

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

  • People Pillar

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

Longtime Columbia Threadneedle Manager to Retire in 2025; Ratings Unchanged

null Thomas Murphy

Thomas Murphy

Analyst Note

Head of US high yield and longtime manager Brian Lavin will retire in March 2025, according to the firm. Lavin joined one of the Columbia Threadneedle legacy teams in 1994 and has managed Columbia High Yield Bond since 2010. Kris Keller, portfolio manager on high-yield institutional mandates, will step in as head of US high yield and oversee the team and resources behind this strategy.

by Thomas Murphy
Published on

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Portfolio Holdings CYLRX

More CYLRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

3.81 51.7 Mil
Cash and Equivalents

HudBay Minerals Inc 6.125%

0.98 13.3 Mil
Corporate

HUB International Ltd. 7.25%

0.93 12.7 Mil
Corporate

Uber Technologies Inc 4.5%

0.88 12.0 Mil
Corporate

Clearway Energy Operating LLC 3.75%

0.78 10.6 Mil
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

0.78 10.6 Mil
Corporate

Constellium SE 3.75%

0.75 10.2 Mil
Corporate

Iliad Holding S.A.S. 6.5%

0.74 10.0 Mil
Corporate

NRG Energy, Inc. 5.25%

0.74 10.0 Mil
Corporate

H&E Equipment Services, Inc. 3.875%

0.73 9.9 Mil
Corporate