CGCRX - Columbia Greater China Inst2

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Columbia Greater China Inst2

Columbia Funds Series Trust I

One Financial Center

Boston MA 02111

Management Information
Jasmine(Weili) Huang,Lead Manager since May 18, 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.
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

CategoryChina Region
Fund FamilyColumbia
Net Assets107.31M
YTD Return-19.84%
Morningstar Rating★★★★
Inception DateNov 7, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover26.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCGCRXCategory Average
Annual Report Expense Ratio (net)1.18%1.64%
Prospectus Net Expense Ratio1.19%N/A
Prospectus Gross Expense Ratio1.19%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.27%
Max Deferred Sales LoadN/A1.40%
3 Yr Expense Projection378N/A
5 Yr Expense Projection654N/A
10 Yr Expense Projection1,443N/A