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Columbia Real Estate Equity A CREAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.27  /  +0.69 %
  • Total Assets 164.1 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.70%
  • Turnover 58%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CREAX

Will CREAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Real Estate Equity A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings CREAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.57 14.8 Mil
Real Estate

Equinix Inc

9.01 13.9 Mil
Real Estate

Columbia Short-Term Cash

6.00 9.3 Mil
Cash and Equivalents

Simon Property Group Inc

5.78 8.9 Mil
Real Estate

Welltower Inc

5.60 8.7 Mil
Real Estate

Public Storage

4.73 7.3 Mil
Real Estate

Equity Residential

4.44 6.9 Mil
Real Estate

Invitation Homes Inc

3.41 5.3 Mil
Real Estate

Extra Space Storage Inc

2.92 4.5 Mil
Real Estate

Realty Income Corp

2.80 4.3 Mil
Real Estate