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Morningstar

Columbia Small Cap Value II A COVAX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of

Morningstar’s Analysis COVAX

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

People Pillar

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

A solid team with a proven approach.

Associate Analyst

Summary

| by David Carey

Columbia Small Cap Value II’s experienced managers have consistently executed their proven approach, earning Morningstar Analyst Ratings ranging from Silver to Neutral, depending on share class fees.

Unlock our full analysis with Morningstar Investor