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.
- NAV / 1-Day Return 10.08 / 0.57 %
- Total Assets 1.1 Bil
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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
Morningstar’s Analysis LUTAX
Will LUTAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.