Morningstar

Columbia Select Global Equity Fund Institutional 2 Class RGERX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $23.81  /  +0.98 %
  • Fund Size $812.4M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.930%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.46%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis RGERX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Select Global Equity Inst2 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.

by Morningstar Automated Analysis
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Portfolio Holdings RGERX

More RGERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.50 70M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

7.88 65M
Technology

Lam Research Corp

7.78 64M
Technology

Mastercard Inc Class A

4.75 39M
Financial Services

Alphabet Inc Class A

4.64 38M
Communication Services

Amazon.com Inc

4.61 38M
Consumer Cyclical

Microsoft Corp

4.53 37M
Technology

Western Digital Corp

4.49 37M
Technology

Linde PLC

4.10 34M
Basic Materials

Howmet Aerospace Inc

3.81 31M
Industrials

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