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Morningstar

Columbia Limited Duration Credit C RDCLX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.43  /  0.08 %
  • Total Assets 553.7 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.92%
  • Effective Duration 2.70 years

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:17 PM GMT+0

Morningstar’s Analysis RDCLX

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

People Pillar

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

Concentration concerns.

Senior Analyst Peter Marchese

Peter Marchese

Senior Analyst

Summary

Columbia Limited Duration Credit benefits from an experienced team and a well-structured process, but its substantial industry concentrations have led to a bumpy record. It earns a Morningstar Analyst Rating of Neutral across most share classes, though its expensive C share class is rated Negative.

by Peter Marchese
Rated on Published on

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Portfolio Holdings RDCLX

More RDCLX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 74
  • Other Holdings 8
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corporation 3.419%

4.55
26,112,198
Corporate

Peachtree Corners Funding Trust 3.976%

4.32
24,790,227
Corporate

Principal Life Global Funding II 2.25%

3.50
20,066,225
Corporate

Bacardi Limited 4.7%

3.40
19,482,643
Corporate

Thermo Fisher Scientific Inc 5.37534%

3.15
18,084,714
Corporate

JPMorgan Chase & Co. 4.565%

2.90
16,638,152
Corporate

Georgia Power Company 2.1%

2.90
16,612,242
Cash and Equivalents

United States Treasury Notes 2.875%

2.78
15,918,682
Government

Centene Corporation 2.45%

2.51
14,364,605
Corporate

Columbia Short-Term Cash

2.39
13,676,009
Cash and Equivalents