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Morningstar

Columbia US Treasury Index Inst IUTIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.13  /  0.18 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.170%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.68%
  • Effective Duration 6.04 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis IUTIX

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

People Pillar

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

Summary

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Columbia US Treasury Index Inst's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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