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Morningstar

Columbia Real Estate Equity C CRECX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.52  /  0.97 %
  • Total Assets 249.2 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.010%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.20%
  • Turnover 5%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CRECX

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

People Pillar

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

Summary

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Columbia Real Estate Equity C's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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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