IEVAX – Fund Analysis – Columbia Global Value A | Morningstar

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Will IEVAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IEVAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Doesn’t stand out.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Global Value’s experienced managers leverage a reasonable approach, but the strategy lacks a definitive edge after fees.

by David Carey

Rated on Apr 29, 2024 Published on Apr 29, 2024

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