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Morningstar

Columbia Short Term Bond C NSTIX

Morningstar Analyst Rating
Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.47  /  0.31 %
  • Total Assets 959.1 Mil
  • Adj. Expense Ratio
    —
  • 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 1.42%
  • Effective Duration 1.90 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

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.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Columbia Short Term Bond C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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