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Morningstar

Columbia Real Estate Equity C CRECX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.13  /  +0.38 %
  • Total Assets 153.9 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 1.16%
  • Turnover 58%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:01 AM GMT+0

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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CRECX

More CRECX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.36 18.9 Mil
Real Estate

Equinix Inc

9.66 16.1 Mil
Real Estate

Simon Property Group Inc

5.89 9.8 Mil
Real Estate

Welltower Inc

5.00 8.3 Mil
Real Estate

AvalonBay Communities Inc

4.65 7.7 Mil
Real Estate

Equity Residential

4.42 7.4 Mil
Real Estate

Public Storage

4.33 7.2 Mil
Real Estate

Realty Income Corp

4.29 7.1 Mil
Real Estate

Extra Space Storage Inc

3.56 5.9 Mil
Real Estate

Invitation Homes Inc

3.28 5.5 Mil
Real Estate