Columbia Disciplined Value R's Average People Pillar and Process 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 most expensive quintile among peers.
- NAV / 1-Day Return 8.09 / 0.74 %
- Total Assets 183.3 Mil
Adj. Expense Ratio
- Expense Ratio 1.290%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.17%
- Turnover 66%
Morningstar’s Analysis RLCOX
Will RLCOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.