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Morningstar

Columbia Global Value C REVCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.68  /  0.17 %
  • Total Assets 788.3 Mil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.880%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.92%
  • Turnover 52%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:15 PM GMT+0

Morningstar’s Analysis REVCX

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

People Pillar

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

Lacks distinction.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Columbia Global Value’s experienced managers execute an adequate approach, but the strategy lacks a definitive edge after fees. It receives a Morningstar Medalist Rating of Neutral for all share classes.

by Sachin Nagarajan
Rated on Published on

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Portfolio Holdings REVCX

More REVCX Holdings
  • Current Portfolio Date
  • Equity Holdings 67
  • Bond Holdings 0
  • Other Holdings 28
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FCADUSD20231109MSCO Purchased

7.37
54,158,291
Derivative

FCADUSD20231109MSCO Purchased

3.38
24,867,676
Derivative

Exxon Mobil Corp

3.10
22,748,329
Energy

FJPYUSD20231109MSCO Purchased

2.98
21,926,126
Derivative

Walmart Inc

2.79
20,522,989
Consumer Defensive

Procter & Gamble Co

2.72
20,004,250
Consumer Defensive

Broadcom Inc

2.51
18,478,168
Technology

Shell PLC

2.50
18,404,724
Energy

Cisco Systems Inc

2.50
18,363,574
Technology

FKRWUSD20231109MSCO Purchased

2.37
17,431,193
Derivative