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Morningstar

Columbia Global Value A IEVAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis IEVAX

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

People Pillar

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

Lacks distinction.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Columbia Global Value’s experienced managers execute an adequate approach, but the strategy lacks a definitive edge after fees. It receives a Morningstar Medalist Rating of Neutral for all share classes.

by Sachin Nagarajan
Rated on Published on

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