Columbia High Yield Bond’s thorough, research-based approach has delivered over the long haul, but the current management duo still needs to prove they can leverage it efficiently.
Columbia High Yield Bond Adv CYLRX
- NAV / 1-Day Return 10.84 / +0.05 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.730%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity Low/Limited
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 5.84%
- Effective Duration 3.18 years
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:17 PM GMT+0
Morningstar’s Analysis CYLRX
Will CYLRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Short-Term Cash | 3.81 | 51.7 Mil | Cash and Equivalents |
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NRG Energy, Inc. 5.25% | 0.74 | 10.0 Mil | Corporate |
H&E Equipment Services, Inc. 3.875% | 0.73 | 9.9 Mil | Corporate |