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Columbia Select Large Cap Value Inst2 SLVIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis SLVIX

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

  • People Pillar

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

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

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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