Morningstar

Columbia High Yield Bond Inst CHYZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.09  /  −0.11 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 5.66%
  • Effective Duration 3.12 years

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 11:57 PM GMT+0

Morningstar’s Analysis CHYZX

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

  • People Pillar

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

Longtime Columbia Threadneedle Manager to Retire in 2025; Ratings Unchanged

null Tom Murphy

Tom Murphy

Analyst Note

Head of US high yield and longtime manager Brian Lavin will retire in March 2025, according to the firm. Lavin joined one of the Columbia Threadneedle legacy teams in 1994 and has managed Columbia High Yield Bond since 2010. Kris Keller, portfolio manager on high-yield institutional mandates, will step in as head of US high yield and oversee the team and resources behind this strategy.

by Tom Murphy
Published on

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Portfolio Holdings CHYZX

More CHYZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

2.71 36.9 Mil
Cash and Equivalents

HUB International Ltd. 7.25%

0.91 12.4 Mil
Corporate

Nextera Energy Partners LP 2.5%

0.81 11.1 Mil
Corporate

Clearway Energy Operating LLC 3.75%

0.80 10.9 Mil
Corporate

Alliant Holdings Intermediate LLC/Alliant Holdings Co-Issuer Inc 6.75%

0.73 10.0 Mil
Corporate

NRG Energy, Inc. 5.25%

0.73 9.9 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

0.72 9.8 Mil
Corporate

H&E Equipment Services, Inc. 3.875%

0.71 9.7 Mil
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

0.69 9.4 Mil
Corporate

Colgate Energy Partners III LLC 5.875%

0.68 9.2 Mil
Corporate

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