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Morningstar

Columbia Short Term Bond Inst NSTMX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.39  /  0.00
  • Total Assets 727.9 Mil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.82%
  • Effective Duration 1.96 years

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:12 PM GMT+0

Morningstar’s Analysis NSTMX

Will NSTMX 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NSTMX

More NSTMX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 425
  • Other Holdings 6
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo Commercial Mortgage Trust 6.19329%

1.97
15,102,270
Securitized

Columbia Short-Term Cash

1.93
14,845,491
Cash and Equivalents

SPGN 2022-TFLM MORTGAGE TRUST 6.69699%

1.77
13,561,297
Securitized

DEEPHAVEN RESIDENTIAL MORTGAGE TRUST 2022-1 2.205%

1.72
13,171,258
Securitized

CSMC 2022-JR1 Trust 4.267%

1.58
12,097,260
Securitized

ONEMAIN FINANCIAL ISSUANCE TRUST 2022-2 4.89%

1.40
10,776,785
Securitized

BARINGS CLO LTD. 2018-IV 6.96029%

1.40
10,754,938
Securitized

PRKCM 2021-AFC2 TRUST 2.071%

1.37
10,545,594
Securitized

Rr 3 Ltd 6.66029%

1.29
9,913,806
Securitized

Ashford Hospitality Trust Inc 6.64329%

1.16
8,937,596
Securitized