Morningstar

Columbia Strategic Income Fund Institutional Class LSIZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.23  /  +0.19 %
  • Total Assets 6.0B
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 5.46%
  • Effective Duration 4.38 years

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LSIZX

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

  • People Pillar

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

A steady multisector performer.

Principal Brian Moriarty

Brian Moriarty

Principal

Summary

Columbia Strategic Income competitively leverages the firm’s global capabilities and its wide opportunity set.

by Brian Moriarty
Rated on Published on

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Portfolio Holdings LSIZX

More LSIZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

5.99 424M
Cash and Equivalents

Federal National Mortgage Association 5%

2.82 199M
Securitized

Federal National Mortgage Association 5.5%

2.50 177M
Securitized

Federal National Mortgage Association 4%

2.30 163M
Securitized

Federal National Mortgage Association 6%

2.20 155M
Securitized

Cash Offset

1.65 117M
—

Federal National Mortgage Association 4.5%

1.37 97M
Securitized

Federal National Mortgage Association 3%

0.89 63M
Securitized

Columbia Short Duration High Yield ETF

0.82 58M
—

Federal National Mortgage Association 3.5%

0.77 55M
Securitized

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