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Morningstar

Columbia International Div Inc C CSRCX

Morningstar Analyst Rating
Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.79  /  1.35 %
  • Total Assets 496.3 Mil
  • Adj. Expense Ratio
    2.010%
  • Expense Ratio 2.020%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.89%
  • Turnover 34%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis CSRCX

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

People Pillar

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

Summary

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Weakness in Columbia International Div Inc C's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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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