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Columbia Floating Rate A RFRAX

Analyst rating as of
NAV / 1-Day Return
33.95  /  0.02 %
Total Assets
618.2 Mil
Adj. Expense Ratio
1.020%
Expense Ratio
1.020%
Fee Level
Average
Longest Manager Tenure
8.55 years
Category
US Fund Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,000
Status
Open
TTM Yield
4.11%
Effective Duration
0.27 years
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Morningstar’s Analysis

Will RFRAX outperform in future?

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Senior Analyst

Summary

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Columbia Floating Rate has been run by Lynn Hopton and Yvonne Stevens since its inception in 2006. Their departure at the end of March 2018, combined with the retirement of a long-time comanager and head of the team less than a year later underpins the strategy’s Morningstar Analyst Rating of Neutral.

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