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Columbia Adaptive Retirement 2025 Inst3 CAIDX Fund Analysis

| Quantitative rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CAIDX

Will CAIDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Columbia Adaptive Retirement 2025 Inst3's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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