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    Columbia Greater China W (CGCWX)

    43.48 Down 1.01(2.27%) May 5

    Profile as of Apr 29, 2015Get Profile for:
    Columbia Greater China W
    Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
    Map
    Phone: 800-345-6611
    Fund Overview 
    Category:China Region
    Fund Family:Columbia
    Net Assets:175.13M
    Year-to-Date Return:20.91%
    Yield:0.62%
    Morningstar Rating:4 stars
    Fund Inception Date:Jun 18, 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:500
    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
    CGCWX can be purchased from 2 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) : 0.18
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 4, 2015) : 61.00%
    Average for Category:73.81%
    Fees & Expenses 
    ExpenseCGCWXCategory Avg
    Annual Report Expense Ratio (net):1.52%1.78%
    Prospectus Net Expense Ratio:1.59%N/A
    Prospectus Gross Expense Ratio:1.59%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.33%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:502800
    5 Yr Expense Projection*:8661,293
    10 Yr Expense Projection*:1,8892,600
    * Per $10,000 invested