| 20.94 Net Asset Value | -1.51% 1 Day | +3.00% Year-to-Date | Overall Morningstar Rating |
| Natural resources Style or Category | No Load Sales Expenses | 0.86% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -2.15% | 3 years | -- | |
| 3 months | -0.48% | 5 years | -- | |
| 1 year | +11.56% | Since inception | +5.68% |
| CERIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | -1.54% |
| Expense ratio | 0.86% | 1.53% |
| Risk 5 year sharpe ratio | -0.11 | -0.02 |
| Net assets | $392.4M | $693.3M |
| Average market cap | $42.5B | $14.2B |
| Average P/E | 13.9 | 15.6 |
| Portfolio turnover | 14% | 14% |
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| Fund family | Columbia |
| Fund manager & tenure | Colin Moore / 1 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 79.86% |
| Industrial materials | 19.64% |
| Consumer goods | 0.50% |
| Business service | 0.00% |
| Consumer service | 0.00% |
| CVX Chevron Corp | 6.60% |
| XOM Exxon Mobil Corporation | 6.58% |
| DOW Dow Chemical Co | 4.31% |
| -- Suncor Energy Inc | 3.08% |
| -- BP PLC | 2.92% |
| -- Rio Tinto PLC | 2.80% |
| APC Anadarko Petroleum Corp | 2.77% |
| APD Air Products & Chemicals Inc | 2.68% |
| SLB Schlumberger NV | 2.47% |
| -- Royal Dutch Shell PLC Class A | 2.28% |
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