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Columbia Greater China R5 (CGCRX)

49.57 Up 0.13(0.26%) Sep 19

Profile as of Aug 30, 2014Get Profile for:
Columbia Greater China R5
Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
Map
Phone: 800-345-6611
Fund Overview 
Category:China Region
Fund Family:Columbia
Net Assets:145.78M
Year-to-Date Return:5.88%
Yield:1.62%
Morningstar Rating:3 stars
Fund Inception Date:Nov 9, 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:0
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 15 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 18, 2013) : 0.99
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 17, 2014) : 39.00%
Average for Category:60.09%
Fees & Expenses 
ExpenseCGCRXCategory Avg
Annual Report Expense Ratio (net):1.16%1.78%
Prospectus Net Expense Ratio:1.14%N/A
Prospectus Gross Expense Ratio:1.14%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.31%
Max Deferred Sales Load: N/A2.11%
3 Yr Expense Projection*:362815
5 Yr Expense Projection*:6281,322
10 Yr Expense Projection*:1,3862,650
* Per $10,000 invested