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Morningstar

Columbia Select Global Equity R CGERX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.75  /  0.42 %
  • Total Assets 649.5 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 61%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:10 PM GMT+0

Morningstar’s Analysis CGERX

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

People Pillar

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

Strength in Columbia Select Global Equity R's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGERX

More CGERX Holdings
  • Current Portfolio Date
  • Equity Holdings 46
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 43.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.02
53,070,760
Technology

Mastercard Inc Class A

5.42
31,908,458
Financial Services

Linde PLC

5.32
31,342,852
Basic Materials

HDFC Bank Ltd

4.74
27,906,499
Financial Services

Intuit Inc

3.64
21,402,628
Technology

Alphabet Inc Class A

3.51
20,674,706
Communication Services

Amazon.com Inc

3.26
19,197,035
Consumer Cyclical

Keyence Corp

2.97
17,497,766
Technology

Synopsys Inc

2.72
16,033,723
Technology

Thermo Fisher Scientific Inc

2.51
14,790,826
Healthcare