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Morningstar

Columbia Select Global Equity C RGCEX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.80  /  +0.45 %
  • Total Assets 724.8 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 55%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:20 PM GMT+0

Morningstar’s Analysis RGCEX

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

  • People Pillar

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

Strength in Columbia Select Global Equity C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RGCEX

More RGCEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Mastercard Inc Class A

5.03 34.7 Mil
Financial Services

NVIDIA Corp

4.57 31.5 Mil
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Amazon.com Inc

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Consumer Cyclical

Linde PLC

3.99 27.5 Mil
Basic Materials

Alphabet Inc Class A

3.93 27.1 Mil
Communication Services

Lam Research Corp

3.21 22.2 Mil
Technology

Visa Inc Class A

3.00 20.7 Mil
Financial Services

Keyence Corp

2.93 20.2 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.93 20.2 Mil
Technology