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    Columbia Greater China R5 (CGCRX)

    40.64 Up 0.02(0.05%) Nov 25

    Profile as of Oct 30, 2015Get Profile for:
    Columbia Greater China R5
    Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
    Phone: 800-345-6611
    Fund Overview 
    Category:China Region
    Fund Family:Columbia
    Net Assets:138.96M
    Year-to-Date Return:0.10%
    Morningstar Rating:4 stars
    Fund Inception Date:Nov 8, 2012
    Morningstar Style Box 
    China Region
    [View Category Definition]
    View Top China Region Funds
    About the Morningstar Style Box
    Management Information 
    Jasmine Huang
    Lead Manager since May 19, 2005
    Jasmine (Weili) Huang, CFA, CPA (U.S. and China), CFM Co-manager. Service with the Fund or the predecessor fund since 2008. Portfolio Manager of the Adviser. From 2003 until joining the Adviser in May 2010, Ms. Huang was associated with the Fund’s previous investment adviser or its predecessors as an investment professional. Ms. Huang began her investment career in 1995 and earned a B.A. from Shenzhen University and M.B.A. from Willamette University.
    Investment Information 
    Min Initial Investment:100,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    CGCRX can be purchased from 18 brokerages.

    Fund Summary 
    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.

    Fund Operations 
    Last Dividend (Dec 17, 2014) : 0.26
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Nov 24, 2015) : 74.00%
    Average for Category:47.07%
    Fees & Expenses 
    ExpenseCGCRXCategory Avg
    Annual Report Expense Ratio (net):1.16%1.76%
    Prospectus Net Expense Ratio:1.18%N/A
    Prospectus Gross Expense Ratio:1.18%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.30%
    Max Deferred Sales Load: N/A2.18%
    3 Yr Expense Projection*:375787
    5 Yr Expense Projection*:6491,271
    10 Yr Expense Projection*:1,4322,575
    * Per $10,000 invested