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Columbia Disciplined Value A RLCAX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 7.96  /  1.12 %
  • Total Assets 183.2 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.42%
  • Turnover 66%

Morningstar’s Analysis RLCAX

Will RLCAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Columbia Disciplined Value A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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