Morningstar

Columbia Pyrford International Stock Fund Class A PISDX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return —  /  —
  • Total Assets 236.0M
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.34%
  • Turnover 6%

USD

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PISDX

More PISDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

2.72 6M
Consumer Defensive

Columbia Short-Term Cash

2.47 6M
Cash and Equivalents

Japan Tobacco Inc

2.44 6M
Consumer Defensive

United Overseas Bank Ltd

2.41 6M
Financial Services

Roche Holding AG Ordinary Shares new

2.32 5M
Healthcare

KDDI Corp

2.32 5M
Communication Services

SAP SE

2.26 5M
Technology

Mitsubishi Electric Corp

2.18 5M
Industrials

Unilever PLC

2.11 5M
Consumer Defensive

Air Liquide SA

2.07 5M
Basic Materials

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