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Morningstar

Columbia Large Cap Value Inst2 RSEDX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.21  /  0.78 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.77%
  • Turnover 12%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:16 PM GMT+0

Morningstar’s Analysis RSEDX

Will RSEDX 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 RSEDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Columbia Large Cap Value Inst2's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RSEDX

More RSEDX Holdings
  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.29
69,267,733
Financial Services

Berkshire Hathaway Inc Class B

3.07
64,797,405
Financial Services

ConocoPhillips

2.78
58,675,320
Energy

Walmart Inc

2.72
57,391,716
Consumer Defensive

Procter & Gamble Co

2.38
50,095,017
Consumer Defensive

The Cigna Group

2.38
50,059,480
Healthcare

EOG Resources Inc

2.37
50,036,536
Energy

Vertex Pharmaceuticals Inc

2.23
46,965,667
Healthcare

Chubb Ltd

2.22
46,679,850
Financial Services

Cisco Systems Inc

2.20
46,374,848
Technology