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Columbia Disciplined Value R RLCOX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • 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.



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.

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