Skip to Content
Morningstar

Columbia Emerging Markets C EEMCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.34  /  0.48 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    2.180%
  • Expense Ratio 2.180%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 48%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis EEMCX

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

People Pillar

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

Weakness in Columbia Emerging Markets C's People and Process 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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EEMCX

More EEMCX Holdings
  • Current Portfolio Date
  • Equity Holdings 107
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

6.69
82,186,912
Technology

Tencent Holdings Ltd

5.12
62,985,213
Communication Services

Samsung Electronics Co Ltd

4.73
58,162,331
Technology

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

2.84
34,936,881
Financial Services

ICICI Bank Ltd ADR

2.67
32,843,962
Financial Services

Baidu Inc

2.32
28,565,855
Communication Services

PT Bank Central Asia Tbk

2.22
27,341,532
Financial Services

Larsen & Toubro Ltd

1.87
23,014,613
Industrials

NetEase Inc Ordinary Shares

1.84
22,563,493
Communication Services

HDFC Bank Ltd ADR

1.82
22,335,643
Financial Services