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Columbia Floating Rate C RFRCX

Analyst rating as of
NAV / 1-Day Return
8.21  /  0.12 %
Total Assets
638.4 Mil
Adj. Expense Ratio
1.770%
Expense Ratio
1.770%
Fee Level
Average
Longest Manager Tenure
8.28 years
Category
US Fund Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,000
Status
Open
TTM Yield
4.12%
Effective Duration
0.23 years
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Morningstar’s Analysis

Will RFRCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Flux in the team weighs on our confidence level.

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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