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Morningstar

Columbia US Social Bond A CONAX

Morningstar Analyst Rating
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

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis CONAX

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

People Pillar

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

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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