CRRRX – Fund Analysis – Columbia Sm Cp Val and Inflection Inst2 | Morningstar

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Will CRRRX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRRRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A manager's departure puts this strategy Under Review.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Small Cap Value and Inflection is now Under Review. That’s because Columbia Threadneedle announced on Aug. 26, 2026, that comanager Bryan Lassiter left the firm effective immediately.

by David Carey

Rated on Aug 26, 2026 Published on Aug 26, 2026

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