Columbia Contrarian Europe Fund Class A (AXEAX)

7.34
Net Asset Value
+0.55%
1 Day
+0.27%
Year-to-Date
Overall Morningstar Rating
Europe stock
Style or Category
5.75
Sales Expenses
1.39%
Expense Ratio
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+1.67% 3 years+2.73%
3 months-6.77% 5 years+5.78%
1 year+11.86% Since inception+3.95%
Data through --

Peer Comparisonvs. Europe stock

 AXEAXCategory
Performance 5-yr return+5.78%+7.35%
Expense ratio1.39%1.32%
Risk 5 year sharpe ratio0.520.58
Net assets$402.7M$808.5M
Average market cap$81.5B$26.7B
Average P/E15.615.4
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 stock96.92%
Fixed income1.72%
U.S. stock0.99%
Cash0.37%
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
-- 4.21%
-- 3.26%
-- 3.06%
-- 3.04%
RYAAY Ryanair3.03%
-- 2.98%
-- 2.91%
-- 2.90%
-- 2.88%
-- 2.84%