Columbia Contrarian Europe Fund Class K (CEQRX)

7.39
Net Asset Value
+0.27%
1 Day
+1.37%
Year-to-Date
Overall Morningstar Rating
Europe stock
Style or Category
No Load
Sales Expenses
1.27%
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-5.50% 3 years+4.19%
3 months+2.20% 5 years+6.92%
1 year+24.16% Since inception+4.59%
Data through --

Peer Comparisonvs. Europe stock

 CEQRXCategory
Performance 5-yr return+6.92%+8.05%
Expense ratio1.27%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$0.00
Minimum IRA investment--

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%