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Morningstar

Columbia Large Cap Value Adv RDERX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis RDERX

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

People Pillar

The People Pillar is our evaluation of the RDERX 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 RDERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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