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Morningstar

Columbia Disciplined Core Inst2 RSIPX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 13.15  /  0.69 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.85%
  • Turnover 50%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis RSIPX

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

People Pillar

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

Tight constraints make it tough for this quant fund to outperform.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Columbia Disciplined Core has mostly done what it's supposed to do, but that isn't enough to stand out. It earns a Morningstar Analyst Rating of Neutral for all share classes.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RSIPX

More RSIPX Holdings
  • Current Portfolio Date
  • Equity Holdings 71
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.38
283,199,845
Technology

Microsoft Corp

6.83
262,188,076
Technology

Alphabet Inc Class A

5.18
198,634,709
Communication Services

Meta Platforms Inc Class A

3.50
134,154,928
Communication Services

Adobe Inc

2.52
96,856,734
Technology

NVIDIA Corp

2.44
93,629,657
Technology

Walmart Inc

2.40
91,900,150
Consumer Defensive

Cisco Systems Inc

2.36
90,504,770
Technology

Marsh & McLennan Companies Inc

2.03
77,903,668
Financial Services

Lam Research Corp

1.90
72,818,695
Technology