Morningstar

Columbia Pyrford International Stock Fund Class A PISDX

Morningstar Medalist Rating
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  • NAV / 1-Day Return —  /  —
  • Fund Size $235.4M
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 2.31%
  • Turnover Ratio 6%

Morningstar’s Analysis PISDX

Will PISDX outperform in the 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 PISDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Pyrford International Stock A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings PISDX

More PISDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAP SE

2.67 6M
Technology

Japan Tobacco Inc

2.65 6M
Consumer Defensive

United Overseas Bank Ltd

2.58 6M
Financial Services

Nestle SA

2.52 6M
Consumer Defensive

KDDI Corp

2.41 6M
Communication Services

Unilever PLC

2.35 6M
Consumer Defensive

Roche Holding AG Ordinary Shares new

2.33 6M
Healthcare

Brambles Ltd

2.28 5M
Industrials

Mitsubishi Electric Corp

2.17 5M
Industrials

Air Liquide SA

2.09 5M
Basic Materials

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