Morningstar

Columbia Massachusetts Intermediate Municipal Bond Fund Institutional Class SEMAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.32  /  +0.54 %
  • Total Assets 62.6M
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.550%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Muni Massachusetts
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,000
  • Status
  • TTM Yield 3.00%
  • Effective Duration 4.98 years

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SEMAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Massachusetts Itmt MuncplBdInst 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.

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Portfolio Holdings SEMAX

More SEMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MASSACHUSETTS BAY TRANSN AUTH MASS SALES TAX REV

6.32 4M
municipal

MASSACHUSETTS ST COLLEGE BLDG AUTH PROJ REV

5.79 4M
municipal

MASSACHUSETTS ST

4.65 3M
municipal

MASSACHUSETTS BAY TRANSN AUTH MASS SALES TAX REV

4.18 3M
municipal

MASSACHUSETTS ST DEV FIN AGY REV

2.45 2M
municipal

MASSACHUSETTS ST DEV FIN AGY REV

2.37 2M
municipal

MASSACHUSETTS ST DEV FIN AGY REV

2.31 2M
municipal

MASSACHUSETTS ST DEV FIN AGY REV

2.31 2M
municipal

MASSACHUSETTS ST DEV FIN AGY REV

1.85 1M
municipal

MASSACHUSETTS ST DEV FIN AGY REV

1.81 1M
municipal

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