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Columbia Real Estate Equity Inst3 CREYX Fund Analysis

| Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CREYX

Will CREYX 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 Inst3 to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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