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Threadneedle (Lux) US Contr Cr Eqs IU (0P0000UD9B)

Other OTC - Other OTC Delayed Price. Currency in USD
81.14-0.29 (-0.35%)
At close: 04:00PM EDT

Threadneedle (Lux) US Contr Cr Eqs IU

L-2661 Luxembourg

44 rue de la Vallée

+44 (0)20 7464 5437
Management Information
Guy W. Pope,Lead Manager since October 11, 2011
Guy Pope is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Pope joined one of the Columbia Threadneedle Investments legacy firms in 1993 and has been in his current position since 2004. He has been a member of the investment community since 1993. Mr. Pope received a B.A. in political economics from Colorado College and an MBA from Northwestern University. In addition, he is a member of the CFA Institute and the Security Analysts of Portland. He holds the Chartered Financial Analyst® designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyThreadneedle Management Luxembourg S.A.
Net AssetsN/A
YTD ReturnN/A
Morningstar Rating★★★★
Inception DateDec 14, 2016

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover32.94%
Average for CategoryN/A

Fees & Expenses

Expense0P0000UD9BCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A