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Morningstar

Columbia Integrated Large Cap Gr Adv ILGFX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 20.07  /  +1.62 %
  • Total Assets 273.1 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.15%
  • Turnover 48%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ILGFX

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

  • People Pillar

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

Weakness in Columbia Integrated Large Cap Gr Adv's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ILGFX

More ILGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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