| 6.85 Net Asset Value | 0.00% 1 Day | +11.20% Year-to-Date | Overall Morningstar Rating |
| Europe stock Style or Category | No Load Sales Expenses | 1.27% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +8.56% | 3 years | +17.85% | |
| 3 months | +7.37% | 5 years | +3.30% | |
| 1 year | +35.91% | Since inception | +3.55% |
| CEQRX | Category | |
|---|---|---|
| Performance 5-yr return | +3.30% | -2.19% |
| Expense ratio | 1.27% | 1.69% |
| Risk 5 year sharpe ratio | 0.22 | 0.07 |
| Net assets | $386.7M | $459.7M |
| Average market cap | $29.7B | $29.3B |
| Average P/E | 17.2 | 14.5 |
| Portfolio turnover | 126% | 126% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Dan Ison / 4 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 22.63% |
| Financial service | 18.89% |
| Consumer goods | 15.08% |
| Energy | 10.61% |
| Consumer service | 7.30% |
| -- Nestle SA | 3.56% |
| -- Allianz SE | 3.14% |
| -- Unilever PLC | 3.11% |
| -- Rio Tinto PLC | 2.87% |
| -- Diageo PLC | 2.79% |
| -- Swatch Group AG | 2.75% |
| -- Novartis AG | 2.52% |
| -- Fresenius Medical Care AG & Co. KGaA | 2.48% |
| -- BNP Paribas | 2.40% |
| -- Anheuser-Busch Inbev SA | 2.37% |
.
