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Morningstar

Columbia Adaptive Retirement 2050 Inst3 CARUX

Morningstar Analyst Rating
Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.08  /  1.34 %
  • Total Assets 1.6 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.430%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style —
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 7.48%
  • Turnover 89%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:07 PM GMT+00:00

Morningstar’s Analysis CARUX

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

People Pillar

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

Summary

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Weakness in Columbia Adaptive Retirement 2050 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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