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Columbia Select Large Cap Equity Inst3 CLEYX Fund Analysis

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

Morningstar’s Analysis CLEYX

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

  • People Pillar

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

Middle of the pack.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Select Large Cap Equity’s sufficient resources and decent approach are acceptable but don’t give this strategy a long-term edge.

by David Carey
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