Morningstar

Columbia New York Intermediate Municipal Bond Fund Class A LNYAX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $10.89  /  +0.18 %
  • Fund Size $67.8M
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Muni New York Intermediate
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 2.69%
  • Average Effective Duration 5.67 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LNYAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia New York Itmt Muncpl Bd A 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
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Portfolio Holdings LNYAX

More LNYAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

METROPOLITAN TRANSN AUTH N Y REV

3.43 3M
municipal

PORT AUTH N Y & N J

3.38 3M
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y REVS

2.89 2M
municipal

YONKERS N Y

2.84 2M
municipal

LONG IS PWR AUTH N Y ELEC SYS REV

2.83 2M
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT

2.73 2M
municipal

TSASC INC N Y

2.66 2M
municipal

YONKERS N Y

2.36 2M
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y SALES TAX REV

2.11 2M
municipal

NEW YORK N Y

1.94 1M
municipal

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