Morningstar

Columbia Global Value Fund Institutional Class CEVZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.85  /  −0.27 %
  • Total Assets 920.9M
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.13%
  • Turnover 63%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 9:50 AM GMT+0

Morningstar’s Analysis CEVZX

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

  • People Pillar

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

Bright spots, blurred picture.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Global Value’s adequate team and undifferentiated approach support maintaining Average People and Process pillar ratings.

by David Carey
Rated on Published on

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Portfolio Holdings CEVZX

More CEVZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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