Columbia Small Cap Value II’s experienced team and consistent execution earn the fund’s cheapest share classes an upgrade in their Morningstar Analyst Rating to Silver, four competitively priced shares stay at Bronze, and the expensive C shares drop to Neutral.
Will CLURX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CLURX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CLURX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CLURX’s parent organization’s priorities and whether they’re in line with investors’ interests.