Columbia Greater China Fund Class W Shares (CGCWX)

Net Asset Value
1 Day
Overall Morningstar Rating
China region
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, The People's Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.


1 month+5.88% 3 years--
3 months+7.98% 5 years--
1 year+18.69% Since inception+13.12%
Data through --

Peer Comparisonvs. China region

Performance 5-yr return--+3.65%
Expense ratio1.59%1.80%
Risk 5 year sharpe ratio0.340.29
Net assets$119.2M$208.8M
Average market cap$26.5B$28.8B
Average P/E13.411.5
Portfolio turnover61%61%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureJasmine Huang / 9 Years
Minimal initial investment$500.00
Minimum IRA investment--


International stock91.53%
Fixed income3.37%
U.S. stock1.62%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Tencent Holdings Ltd12.08%
-- China Mobile Ltd6.66%
-- Industrial And Commercial Bank Of China Ltd H Shares5.85%
BIDU Baidu Inc ADR3.85%
-- Bank Of China Ltd. H Shares3.35%
-- Ping An Insurance Group H Shares3.21%
-- Haitong Securities Co Ltd Class H3.01%
WX WuXi PharmaTech (Cayman) Inc ADR2.81%
-- China Construction Bank Corp H Shares2.74%
-- China Overseas Land & Investment Ltd2.51%

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