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Columbia Adaptive Retirement 2060 Inst3 CARVX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.50  /  1.51 %
  • Total Assets 2.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.430%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 7.77%
  • Turnover 68%

Morningstar’s Analysis CARVX

Will CARVX 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 2060 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-cheapest fee quintile among peers.

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