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Columbia California Itmt Muncpl Bd Inst NCMAX

Quantitative rating as of
  • 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.

Summary

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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.

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