Morningstar

Columbia Minnesota Tax-Exempt Fund Institutional 3 Class CMNYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.24  /  −0.05 %
  • Total Assets 459.7M
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Muni Minnesota
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 3.69%
  • Effective Duration 8.13 years

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 9:20 PM GMT+0

Morningstar’s Analysis CMNYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Minnesota Tax-Exempt Inst3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CMNYX

More CMNYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ROCHESTER MINN HEALTH CARE FACS REV 5%

2.72 14M
municipal

BlackRock Liquidity MuniCash Instl

2.67 13M
Cash and Equivalents

MAPLE GROVE MINN HEALTH CARE FACS REV 4%

2.07 10M
municipal

ROSEVILLE MINN INDPT SCH DIST NO 623 4%

2.05 10M
municipal

BRAINERD MINN INDPT SCH DIST NO 181 4%

2.01 10M
municipal

HENNEPIN CNTY MINN 5%

1.63 8M
municipal

MINNESOTA ST HIGHER ED FACS AUTH REV 5%

1.63 8M
municipal

CHIPPEWA CNTY MINN GROSS REV 4%

1.51 8M
municipal

MINNESOTA ST 4%

1.44 7M
municipal

STILLWATER MINN INDPT SCH DIST NO 834 4%

1.44 7M
municipal

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