Columbia Contrarian Europe Fund Class A (AXEAX)

7.26
Net Asset Value
+0.28%
1 Day
-0.82%
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-3.34% 3 years+2.40%
3 months-1.76% 5 years+5.01%
1 year+6.60% Since inception+3.90%
Data through --

Peer Comparisonvs. Europe stock

 AXEAXCategory
Performance 5-yr return+5.01%+7.35%
Expense ratio1.39%1.32%
Risk 5 year sharpe ratio0.440.50
Net assets$394.5M$738.9M
Average market cap$33.4B$25.0B
Average P/E18.814.7
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureDan Ison / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

International stock97.05%
Fixed income2.10%
U.S. stock0.83%
Cash0.02%
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
-- 4.29%
-- 3.29%
-- 3.20%
-- 3.17%
-- 3.15%
-- 3.11%
-- 3.07%
-- 3.07%
-- 3.01%
-- 2.83%