The bank-loan portfolio-management group leading Columbia Floating Rate appears to be on a more steady footing; the retooled team must now show they can execute on a consistent basis.
Columbia Floating Rate Fund Institutional 2 Class RFRFX
- NAV / 1-Day Return 32.87 / 0.00
- Total Assets 750.3M
-
Adj. Expense Ratio
0.720%
- Expense Ratio 0.710%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Bank Loan
- Credit Quality / Interest Rate Sensitivity Low/Limited
- Min. Initial Investment 0
- Status Open
- TTM Yield 6.73%
- Effective Duration 0.13 years
USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RFRFX
Will RFRFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Columbia Short-Term Cash | 3.15 | 22M | Cash and Equivalents |
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United States