Columbia Global Value has an experienced management team, but an undifferentiated investment approach and recent manager departure warrant a Morningstar Analyst Rating of Neutral for all share classes.
Will IEVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of IEVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.