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Columbia Mortgage Opportunities Inst2 CLMVX

Quantitative rating as of
  • NAV / 1-Day Return 8.34  /  0.24 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.89%
  • Effective Duration 5.52 years

Morningstar’s Analysis CLMVX

Will CLMVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Columbia Mortgage Opportunities Inst2's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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