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Morningstar

Columbia Short Term Bond Inst NSTMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.47  /  0.12 %
  • Total Assets 955.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.24%
  • Effective Duration 1.94 years

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis NSTMX

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

People Pillar

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

Summary

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Columbia Short Term Bond Inst'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-cheapest fee quintile among peers.

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