Morningstar

Columbia Real Estate Equity Inst CREEX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.13  /  −0.18 %
  • Total Assets 185.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.99%
  • Turnover 58%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 11:57 PM GMT+0

Morningstar’s Analysis CREEX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Real Estate Equity Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings CREEX

More CREEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

8.60 15.5 Mil
Real Estate

Prologis Inc

8.41 15.2 Mil
Real Estate

Columbia Short-Term Cash

6.41 11.6 Mil
Cash and Equivalents

Welltower Inc

6.03 10.9 Mil
Real Estate

Simon Property Group Inc

5.61 10.1 Mil
Real Estate

Equity Residential

4.46 8.1 Mil
Real Estate

Public Storage

3.90 7.0 Mil
Real Estate

Invitation Homes Inc

3.80 6.9 Mil
Real Estate

Realty Income Corp

3.04 5.5 Mil
Real Estate

Iron Mountain Inc

2.96 5.3 Mil
Real Estate

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