The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Large Cap Value Adv to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 15.47 / 0.85 %
- Total Assets 2.4 Bil
Adj. Expense Ratio
- Expense Ratio 0.720%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.56%
- Turnover 21%
Morningstar’s Analysis RDERX
Will RDERX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.