Morningstar

Columbia Intermediate Duration Municipal Bond Fund Class C LITCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.12  /  0.00
  • Total Assets 1.4B
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.190%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.76%
  • Effective Duration 5.25 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LITCX

Will LITCX outperform in the 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 LITCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Intermediate Dur Muni Bd C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LITCX

More LITCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RANCHO SANTIAGO CALIF CMNTY COLLEGE DIST

1.60 24M
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV

0.99 15M
municipal

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV

0.93 14M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV

0.84 13M
municipal

OMAHA PUB PWR DIST NEB ELEC REV

0.76 11M
municipal

HOUSTON TEX HIGHER ED FIN CORP HIGHER ED REV

0.75 11M
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV

0.72 11M
municipal

MASSACHUSETTS ST

0.69 10M
municipal

CHICAGO ILL

0.68 10M
municipal

VERMONT EDL & HEALTH BLDGS FING AGY REV

0.68 10M
municipal

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