Morningstar

Columbia Large Cap Enhanced Core Fund Class R CCERX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $30.49  /  +0.59 %
  • Fund Size $516.2M
  • Adjusted Expense Ratio 1.080%
  • Net Expense Ratio 1.080%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.38%
  • Turnover Ratio 72%
NAV and 1-Day Return as of

Morningstar’s Analysis CCERX

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

  • People Pillar

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

This quantitative strategy struggles to stand out.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Experienced managers with strong technical credentials anchor this strategy, but team turnover, limited differentiation, and tight portfolio constraints ultimately limit our conviction, warranting Average People and Process ratings.

by Natalia Arrigoni
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CCERX

More CCERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.57 43M
Technology

Apple Inc

7.61 38M
Technology

Alphabet Inc Class A

5.87 29M
Communication Services

Microsoft Corp

5.58 28M
Technology

Amazon.com Inc

3.27 16M
Consumer Cyclical

Broadcom Inc

2.74 14M
Technology

Meta Platforms Inc Class A

2.53 13M
Communication Services

Micron Technology Inc

1.66 8M
Technology

ExxonMobil Holdings Corp

1.43 7M
Energy

Mastercard Inc Class A

1.38 7M
Financial Services

Sponsor Center