Nasdaq - Delayed Quote USD

Columbia Greater China Inst2 (CGCRX)

32.41
-0.14
(-0.43%)
As of April 19 at 8:00:09 PM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, the People's Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.

Columbia Greater China Inst2

Boston MA 02111
One Financial Center

Fund Overview

Category China Region
Fund Family Columbia Threadneedle
Net Assets 69.17M
YTD Return -3.04%
Yield 0.73%
Morningstar Rating
Inception Date Mar 01, 2017

Fund Operations

Last Dividend 0.24
Last Cap Gain -11.00
Holdings Turnover 61.00%
Average for Category --

Fees & Expenses

Expense CGCRX Category Average
Annual Report Expense Ratio (net) 1.24% 1.14%
Prospectus Net Expense Ratio 1.24% --
Prospectus Gross Expense Ratio 1.34% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.33%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Dara J. White, Lead Manager since January 29, 2019
Dara White is global head of emerging market equities at Columbia Threadneedle Investments. He has acted as lead portfolio manager of emerging market equities since 2008. Mr. White joined one of the Columbia Threadneedle Investments legacy firms in 2006 as co-manager with the strategic investor team. Previously, Mr. White was a portfolio manager and analyst with RCM Global investors. He has been a member of the investment community since 1998. Mr. White received a B.S. in finance and marketing from Boston College. He is a member of the CFA institute and the Security Analysts of San Francisco.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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