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Morningstar

Columbia Intermediate Dur Muni Bd V GIMAX

Morningstar Analyst Rating
Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.59  /  0.10 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield 3.06%
  • Effective Duration 5.17 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis GIMAX

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

People Pillar

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

Summary

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

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