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Columbia Large Cap Value Adv RDERX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.47  /  0.85 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.720%
  • 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.

Summary

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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.

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