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Columbia US Social Bond A CONAX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.71  /  0.32 %
  • Total Assets 65.0 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Muni National Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.20%
  • Effective Duration 7.26 years

Morningstar’s Analysis CONAX

Will CONAX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Columbia US Social Bond A to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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