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Morningstar

Columbia Emerging Markets A EEMAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 12.00  /  −0.17 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.430%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 44%

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

Morningstar’s Analysis EEMAX

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

  • People Pillar

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

Weakness in Columbia Emerging Markets A'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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EEMAX

More EEMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.76 114.6 Mil
Technology

Samsung Electronics Co Ltd

5.51 64.7 Mil
Technology

Tencent Holdings Ltd

3.91 46.0 Mil
Communication Services

SK Hynix Inc

2.94 34.5 Mil
Technology

PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-

2.90 34.0 Mil
Financial Services

PT Bank Central Asia Tbk

2.40 28.2 Mil
Financial Services

ICICI Bank Ltd ADR

2.32 27.2 Mil
Financial Services

Larsen & Toubro Ltd

2.07 24.4 Mil
Industrials

Grupo Financiero Banorte SAB de CV Class O

1.93 22.6 Mil
Financial Services

PDD Holdings Inc ADR

1.88 22.1 Mil
Consumer Cyclical