Morningstar

Columbia Short Term Bond Fund Class A NSTRX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $9.68  /  0.00
  • Fund Size $1.8B
  • Adjusted Expense Ratio 0.710%
  • Net Expense Ratio 0.700%
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 4.45%
  • Average Effective Duration 1.95 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis NSTRX

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

  • People Pillar

    The People Pillar is our evaluation of the NSTRX 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 NSTRX’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 A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings NSTRX

More NSTRX 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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