Columbia Pyrford International Stk Ins 3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Columbia Pyrford International Stock Fund Institutional 3 Class PISQX
- NAV / 1-Day Return — / —
- Total Assets 229.4M
-
Adj. Expense Ratio
0.740%
- Expense Ratio 0.790%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Foreign Large Value
- Investment Style Large Value
- Min. Initial Investment 1M
- Status Open
- TTM Yield 2.72%
- Turnover 6%
Morningstar’s Analysis PISQX
Will PISQX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PISQX 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 PISQX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Nestle SA | 2.74 | 6M | Consumer Defensive |
Mitsubishi Electric Corp | 2.58 | 6M | Industrials |
Air Liquide SA | 2.56 | 6M | Basic Materials |
Japan Tobacco Inc | 2.39 | 5M | Consumer Defensive |
United Overseas Bank Ltd | 2.36 | 5M | Financial Services |
Roche Holding AG Ordinary Shares new | 2.27 | 5M | Healthcare |
Brambles Ltd | 2.27 | 5M | Industrials |
KDDI Corp | 2.23 | 5M | Communication Services |
Novartis AG Registered Shares | 2.00 | 5M | Healthcare |
Unilever PLC | 1.95 | 4M | Consumer Defensive |
United States