Morningstar

Columbia Real Estate Equity Fund Class A CREAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.00  /  +0.50 %
  • Total Assets 124.0M
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.240%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.90%
  • Turnover 43%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CREAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Real Estate Equity A 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
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Portfolio Holdings CREAX

More CREAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

13.22 17M
Real Estate

Prologis Inc

11.15 15M
Real Estate

Equinix Inc

10.80 14M
Real Estate

Simon Property Group Inc

5.06 7M
Real Estate

Vivmark Residential

4.71 6M
Real Estate

Essex Property Trust Inc

3.27 4M
Real Estate

Ventas Inc

3.20 4M
Real Estate

Iron Mountain Inc

2.54 3M
Real Estate

Host Hotels & Resorts Inc

2.40 3M
Real Estate

Columbia Short-Term Cash

2.24 3M
Cash and Equivalents

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