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Morningstar

Columbia Large Cap Enhanced Core Inst3 CECYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 27.79  /  +1.50 %
  • Total Assets 479.1 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.10%
  • Turnover 90%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CECYX

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

  • People Pillar

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

Tight constraints make it tough for this quant fund to outperform.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Columbia Large Cap Enhanced Core has a hard time consistently outperforming its benchmark over the long term. It warrants Average People and Process ratings.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CECYX

More CECYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.83 39.5 Mil
Technology

NVIDIA Corp

7.28 36.7 Mil
Technology

Apple Inc

7.03 35.5 Mil
Technology

Alphabet Inc Class A

4.92 24.8 Mil
Communication Services

Amazon.com Inc

4.27 21.6 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.04 15.3 Mil
Communication Services

E-mini S&P 500 Future Sept 24

2.08 10.5 Mil
—

Columbia Short-Term Cash

1.83 9.2 Mil
Cash and Equivalents

JPMorgan Chase & Co

1.54 7.8 Mil
Financial Services

Johnson & Johnson

1.30 6.6 Mil
Healthcare