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Columbia Real Estate Equity C CRECX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.86  /  +0.92 %
  • Total Assets 172.0 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.47%
  • Turnover 28%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis CRECX

Will CRECX 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 C to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

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Portfolio Holdings CRECX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 54.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.59 19.7 Mil
Real Estate

Equinix Inc

9.87 16.8 Mil
Real Estate

Simon Property Group Inc

6.07 10.3 Mil
Real Estate

AvalonBay Communities Inc

4.55 7.7 Mil
Real Estate

Equity Residential

4.28 7.3 Mil
Real Estate

Realty Income Corp

4.18 7.1 Mil
Real Estate

Public Storage

4.15 7.1 Mil
Real Estate

Extra Space Storage Inc

3.43 5.8 Mil
Real Estate

Invitation Homes Inc

3.08 5.2 Mil
Real Estate

VICI Properties Inc Ordinary Shares

2.90 4.9 Mil
Real Estate