Weakness in Columbia California Itmt Muncpl Bd Inst's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 9.90 / 0.01 %
- Total Assets 322.2 Mil
Adj. Expense Ratio
- Expense Ratio 0.500%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Muni California Intermediate
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 2.49%
- Effective Duration 5.18 years
Morningstar’s Analysis NCMAX
Will NCMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.