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Columbia International Div Inc R CSGRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 17.70  /  0.17 %
  • Total Assets 523.6 Mil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.520%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.29%
  • Turnover 34%

Morningstar’s Analysis CSGRX

Will CSGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Columbia International Div Inc R's Process and People Pillar ratings limits this strategy 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.

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Portfolio Holdings CSGRX

  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.37
23,496,819
Cash and Equivalents
3.59
19,298,908
Consumer Defensive
3.13
16,858,687
Consumer Cyclical
2.82
15,174,898
Technology
2.70
14,549,903
Energy
2.59
13,916,340
Healthcare
2.57
13,833,956
Technology
2.57
13,807,415
Industrials
2.53
13,589,842
Financial Services