Morningstar

Columbia Select Global Equity Fund Institutional Class CGEZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 22.83  /  −0.13 %
  • Total Assets 798.2M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.43%
  • Turnover 51%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CGEZX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Select Global Equity Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CGEZX

More CGEZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

9.54 79M
Technology

NVIDIA Corp

8.15 67M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

7.67 63M
Technology

Western Digital Corp

6.67 55M
Technology

Alphabet Inc Class A

5.18 43M
Communication Services

Amazon.com Inc

4.78 40M
Consumer Cyclical

Microsoft Corp

4.00 33M
Technology

Howmet Aerospace Inc

4.00 33M
Industrials

Mastercard Inc Class A

3.96 33M
Financial Services

Linde PLC

3.64 30M
Basic Materials

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