Morningstar

Columbia Short Term Bond Fund Institutional Class NSTMX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $9.66  /  0.00
  • Fund Size $1.8B
  • Adjusted Expense Ratio 0.460%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 4.70%
  • Average Effective Duration 1.95 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis NSTMX

Will NSTMX outperform in the 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 NSTMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Short Term Bond Inst holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NSTMX

More NSTMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VISTA POINT SEC TR 2020-2 5.601%

1.45 25M
Securitized

Columbia Short-Term Cash

1.06 18M
Cash and Equivalents

EXTENDED STAY AMERICA TRUST 2025-ESH 4.92539%

1.05 18M
Securitized

United States Treasury Notes 0.625%

1.00 17M
Government

Morgan Stanley Residential Mortgage Loan Trust 2025-Nqm1 5.738%

0.96 16M
Securitized

Aimco CLO 11 Ltd /Llc 5.02038%

0.95 16M
Securitized

Bank of America Corp. 5.162%

0.94 16M
Corporate

AFFIRM MASTER TRUST 4.99%

0.93 16M
Securitized

ONEMAIN FINANCIAL ISSUANCE TRUST 20 5.5%

0.90 15M
Securitized

Elmwood CLO I Ltd. 4.92038%

0.89 15M
Securitized

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