On Feb. 24, 2021, Columbia Threadneedle announced that Columbia Large Cap Growth Opportunity comanager Tchintcia Barros will depart the firm on March 1, 2021, to pursue another opportunity. The strategy maintains its Morningstar Analyst Rating of Neutral.
Will NFEPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NFEPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NFEPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NFEPX’s parent organization’s priorities and whether they’re in line with investors’ interests.