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Morningstar

Columbia US Treasury Index A LUTAX

Morningstar Analyst Rating
Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.08  /  0.57 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.320%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.56%
  • Effective Duration 6.04 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis LUTAX

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

People Pillar

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

Summary

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Columbia US Treasury Index A's Average Process and People Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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