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Morningstar

Columbia Connecticut Itmt MuncplBd V GCBAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.93  /  0.09 %
  • Total Assets 67.1 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield 2.19%
  • Effective Duration 5.58 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis GCBAX

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

People Pillar

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

Summary

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Weakness in Columbia Connecticut Itmt MuncplBd V's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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