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Columbia Adaptive Retirement 2035 Inst3 CAIEX

Quantitative rating as of
NAV / 1-Day Return
10.02  /  0.40 %
Total Assets
1.4 Mil
Adj. Expense Ratio
Expense Ratio
0.430%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Target-Date 2035
Investment Style
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
8.31%
Turnover
72%

Morningstar’s Analysis CAIEX

Will CAIEX 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 2035 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-cheapest fee quintile among peers.

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