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Morningstar

Columbia International Div Inc Inst3 CLSYX

Morningstar Analyst Rating
Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.47  /  0.59 %
  • Total Assets 496.3 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.98%
  • Turnover 34%

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

Morningstar’s Analysis CLSYX

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

People Pillar

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

Summary

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Weakness in Columbia International Div Inc Inst3's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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