An incline in its Process Pillar rating is the primary driver of Columbia Select Global Equity A's upgrade to a Morningstar Medalist Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 16.05 / 0.12 %
- Total Assets 647.5 Mil
-
Adj. Expense Ratio
1.250%
- Expense Ratio 1.250%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 61%
Morningstar’s Analysis IGLGX
Will IGLGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 49
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector