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Morningstar

Columbia Short Term Bond C NSTIX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.59  /  −0.07 %
  • Total Assets 866.2 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.28%
  • Effective Duration 1.95 years

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis NSTIX

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

  • People Pillar

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

Columbia Short Term Bond C earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NSTIX

More NSTIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

3.11 24.9 Mil
Cash and Equivalents

Wells Fargo Commercial Mortgage Trust 6.40881%

1.88 15.0 Mil
Securitized

SPGN 2022-TFLM MORTGAGE TRUST 6.91181%

1.72 13.7 Mil
Securitized

DEEPHAVEN RESIDENTIAL MORTGAGE TRUST 2022-1 2.205%

1.54 12.3 Mil
Securitized

BARINGS CLO LTD. 2018-IV 7.35548%

1.37 11.0 Mil
Securitized

ONEMAIN FINANCIAL ISSUANCE TRUST 2022-2 4.89%

1.36 10.9 Mil
Securitized

WESTLAKE AUTOMOBILE RECEIVABLES TRUST 2021-2 1.23%

1.31 10.5 Mil
Securitized

PRKCM 2021-AFC2 TRUST 2.071%

1.27 10.2 Mil
Securitized

CSMC 2022-JR1 Trust 4.267%

1.27 10.1 Mil
Securitized

RR 3 Ltd. 7.05548%

1.26 10.1 Mil
Securitized