Columbia Contrarian Europe Fund Class A (AXEAX)

7.53
Net Asset Value
+0.13%
1 Day
+2.87%
Year-to-Date
Overall Morningstar Rating
Europe stock
Style or Category
5.75
Sales Expenses
1.35%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund primarily invests in equity securities of European companies that are believed to offer growth potential. Under normal market conditions- it invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of European companies. Although the fund emphasizes investments in developed countries- it also may invest in securities of companies located in developing or emerging markets. The fund will normally have exposure to foreign currencies.

Performance

1 month-1.95% 3 years+5.47%
3 months+4.50% 5 years+6.80%
1 year+25.20% Since inception+4.40%
Data through --

Peer Comparisonvs. Europe stock

 AXEAXCategory
Performance 5-yr return+6.80%+8.05%
Expense ratio1.35%1.33%
Risk 5 year sharpe ratio0.630.66
Net assets$432.9M$852.5M
Average market cap$40.0B$30.7B
Average P/E20.718.7
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureDan Ison / 8 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

International stock97.72%
Fixed income1.15%
U.S. stock0.98%
Cash0.15%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 22.63%
Financial service 18.89%
Consumer goods 15.08%
Energy 10.61%
Consumer service 7.30%
Top 10 Holdings
Portfolio weighting
-- 4.00%
RYAAY Ryanair3.41%
-- 3.13%
-- 3.04%
-- 3.03%
-- 2.90%
-- 2.87%
-- 2.72%
-- 2.65%
-- 2.64%