Morningstar

Columbia Real Estate Equity Fund Class A CREAX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $10.16  /  −0.39 %
  • Fund Size $125.5M
  • Adjusted Expense Ratio 1.190%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.90%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis CREAX

Will CREAX outperform in the 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 CREAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Real Estate Equity A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CREAX

More CREAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

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Prologis Inc

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Equinix Inc

10.82 13M
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Simon Property Group Inc

5.07 6M
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Vivmark Residential

3.75 5M
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Essex Property Trust Inc

3.29 4M
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Public Storage

2.77 3M
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Macerich Co

2.76 3M
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American Healthcare REIT Inc Ordinary Shares

2.76 3M
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Host Hotels & Resorts Inc

2.59 3M
Real Estate

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