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Morningstar

Columbia Disciplined Core R CLQRX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.93  /  0.83 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.46%
  • Turnover 48%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CLQRX

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

People Pillar

The People Pillar is our evaluation of the CLQRX 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 CLQRX’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

Summary

| by David Kathman

Columbia Disciplined Core is hanging in there after losing two of its portfolio managers in the past couple of years, though tight constraints still make it tough to beat its benchmark. It earns a Morningstar Analyst Rating of Neutral for all share classes.

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