Fixed Income
Trusted leader | Superior credit selection | Forward-looking research
Our Solutions Are Backed By Stats
$250b
Global fixed-income AUM*
140+
Dedicated fixed-income investment professionals**
55+
Fixed-income research analysts**
16
4- & 5-star fixed-income ETFs***
Intense Global Research
A rich credit heritage
Superior credit selection. Which can help drive strong investment performance — anchored by consistent, repeatable processes.
Focused research analysts
Focused coverage. Non-rotational assignments. Our fixed-income analysts are experts in their sectors over multiple market cycles.
Sized for success
Global footprint. Which allows us to access markets and forensically assess issuers. Yet we’re nimble enough to extract value from security selection.
Priority access
Strong relationships with issuers and a tier 1 trading platform. Which can help give us priority access to investment opportunities.
Client Focused
Proprietary risk rating system
Strong risk adjusted returns for our clients. We prioritize maximizing return for every unit of risk we take. Our proprietary risk rating system is forward-looking. So, we’re able to assess the tradeoff between risk and return and facilitate a relative value debate across sectors, industries and quality.
Independent oversight
Firm-level independent oversight committee. We monitor our portfolio management teams for process consistency and adherence to investment guidelines.
Products built to meet investor needs
Thoughtfully designed and built on a foundation of research. We offer single and multi-sector taxable solutions, and national and state-specific tax-exempt solutions.
We have fixed-income solutions to fit your clients’ needs.
Choose from investment options that can help generate income, ease volatility, navigate a changing rate environment or maximize after-tax returns.
We deliver thoughtful solutions because of our culture of collaboration.
Sharing knowledge and rigorously debating insights across asset classes and geographies helps us understand the environment impacting fixed-income markets. Our robust technology framework gives our portfolio management teams access to investment opportunities in as close to real-time as they’re being uncovered.
Disclosures
*Source: Columbia Threadneedle Investments as of December 31, 2024.
**Employee data as of December 31, 2024.
***Morningstar as of 12/31/24. Out of 28 Columbia fixed income mutual funds (primary share class) rated, 1 received a 5-star Overall Rating and 15 received a 4-star Overall Rating (Inst. shares) and 0 received a 5-star Overall Rating and 0 received a 4-star Overall Rating (Adv. shares). The Inst. share class is generally designated as the primary share class. Adv. class will be designated as primary for funds that don't have an Inst. class. The Overall Morningstar Rating is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.
For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM used to rank the fund against other funds in the same category. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, without any adjustments for loads (front-end, deferred, or redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages). Other classes may have different performance characteristics and may have different ratings.
© 2025 Morningstar, Inc. All rights reserved. The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible or any damages or losses arising from any use of this information.
Risk
Investing involves risk including the risk of loss of principal. There is no guarantee that investment objectives will be achieved or that return or income expectations will be met.
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