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Morningstar

Columbia Select Global Equity Inst2 RGERX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.97  /  0.31 %
  • Total Assets 609.0 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 61%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis RGERX

Will RGERX 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 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.

Strength in Columbia Select Global Equity Inst2's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RGERX

More RGERX Holdings
  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.57
55,653,976
Technology

Mastercard Inc Class A

5.55
36,025,123
Financial Services

Linde PLC

5.17
33,588,105
Basic Materials

HDFC Bank Ltd

4.59
29,780,256
Financial Services

Intuit Inc

3.61
23,428,948
Technology

Alphabet Inc Class A

3.32
21,585,124
Communication Services

Amazon.com Inc

3.07
19,906,700
Consumer Cyclical

Schneider Electric SE

2.96
19,185,394
Industrials

Thermo Fisher Scientific Inc

2.85
18,526,360
Healthcare

Lam Research Corp

2.68
17,395,638
Technology