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Columbia Adaptive Retirement 2040 Inst3 CARQX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.35  /  0.95 %
  • Total Assets 1.5 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.430%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 6.21%
  • Turnover 79%

Morningstar’s Analysis CARQX

Will CARQX 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 2040 Inst3's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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