Morningstar

Columbia Pyrford International Stock Fund Institutional Class PISLX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $16.08  /  −0.25 %
  • Fund Size $235.4M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 2.64%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis PISLX

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

  • People Pillar

    The People Pillar is our evaluation of the PISLX 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 PISLX’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 Stck Inst 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
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Portfolio Holdings PISLX

More PISLX 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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