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Morningstar

Columbia Select Global Equity Inst3 CSEYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 19.34  /  −0.36 %
  • Total Assets 724.4 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 55%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CSEYX

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

  • People Pillar

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

Columbia Select Global Equity Inst3’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSEYX

More CSEYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.72 60.2 Mil
Technology

Mastercard Inc Class A

5.03 34.7 Mil
Financial Services

NVIDIA Corp

4.57 31.5 Mil
Technology

Amazon.com Inc

4.25 29.3 Mil
Consumer Cyclical

Linde PLC

3.99 27.5 Mil
Basic Materials

Alphabet Inc Class A

3.93 27.1 Mil
Communication Services

Lam Research Corp

3.21 22.2 Mil
Technology

Visa Inc Class A

3.00 20.7 Mil
Financial Services

Keyence Corp

2.93 20.2 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.93 20.2 Mil
Technology