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Columbia European Equity Z (CEEZX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia European Equity Z (CEEZX) Fund

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Graph of Columbia European Equity Z Fund (CEEZX) ManagerFund Manager - Dan Ison

Fund Manager Information

Fund Manager Tenure: 10.0 years
Fund Family: Columbia
Fund Category: Europe Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Columbia European Equity Z Fund (CEEZX) ProfileColumbia European Equity Z Fund (CEEZX) Profile

Fund Profile and Description

Columbia European Equity Z Fund seeks capital appreciation. Columbia European Equity Z Fund primarily invests in equity securities of European companies that are believed to offer growth potential. It normally invests at least 80% of assets in equity securities of European issuers. Although the fund emphasizes investments in developed countries, it also may invest in companies located in developing or emerging markets. It normally has exposure to foreign currencies.

 

Columbia European Equity Z (CEEZX) Fund Strength What we like about Columbia European Equity Z (CEEZX) Fund

Data for Columbia European Equity Z Fund (CEEZX) as of May 30, 2016

  • Columbia European Equity Z Fund (CEEZX) management has been with Columbia European Equity Z Fund for 10.0 years
  • Columbia European Equity Z Fund (CEEZX) has good short-term performance (1-year return -9.05% vs -10.07% Europe Stock category median performance)
  • Columbia European Equity Z Fund (CEEZX) has good mid-term performance (3-year return 3.08% vs 2.97% Europe Stock category median performance)
  • Columbia European Equity Z Fund (CEEZX) has good Long-term performance (5-year return 3.31% vs 3.04% Europe Stock category median performance)
  • Columbia European Equity Z Fund (CEEZX) has a lower expense ratio than its Europe Stock average: 1.11% vs 1.41%
  • Columbia European Equity Z Fund (CEEZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia European Equity Z Fund (CEEZX) Weakness What we are cautious about Columbia European Equity Z (CEEZX) Fund

Data for Columbia European Equity Z Fund (CEEZX) as of May 30, 2016

  • Columbia European Equity Z Fund (CEEZX) ratio of up-years vs down years can be improved
  • Columbia European Equity Z Fund (CEEZX) has a Morningstar rating of 3 and below
  • Columbia European Equity Z Fund (CEEZX) is less safe compared to its Europe Stock peers
  • Columbia European Equity Z Fund (CEEZX) has an annual stock turnover rate of 63.00% that is higher than the Europe Stock average of 48.12%. This could mean Columbia European Equity Z is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia European Equity Z Fund (CEEZX) does not have a good risk adjusted return as its 3-year Alpha of 2.96 is worse than category average of 3.18, and its 3-year Sharpe ratio is 0.28
  • Columbia European Equity Z Fund (CEEZX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.46 that is higher than category average of 13.08
See Columbia European Equity Z Fund (CEEZX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia European Equity Z Fund (CEEZX)Compare with other top Europe Stock category mutual funds

Aadditional top Europe Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia European Equity Z-2.02-9.053.083.31
Invesco European Growth A (AEDAX)0.14-5.094.154.57Compare
DFA Continental Small Company I (DFCSX)3.171.9310.254.36Compare
Invesco European Growth Y (AEDYX)0.26-4.854.414.84Compare

See top fund managers for Europe Stock Category Funds

 

Compare Columbia European Equity Z Fund (CEEZX)Compare with Europe Stock category ETFs

Some Europe Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Europe (IEV)000
SPDR EURO STOXX 50 ETF (FEZ)000
SPDR STOXX Europe 50 ETF (FEU)000
WisdomTree Europe Hedged Equity ETF (HEDJ)-0.17%-9.90%7.10%
Vanguard FTSE Europe ETF (VGK)0.02%-9.82%2.36%

 

Graph of Columbia European Equity Z Fund (CEEZX) Net Asset TrackingColumbia European Equity Z (CEEZX) Fund Net Asset

Track net asset change of Columbia European Equity Z fund (CEEZX)

DateNet Asset
05/2016$507.73M
03/2016$515.60M
02/2016$487.49M
More historic net asset information on Columbia European Equity Z Fund (CEEZX)

  

Graph of Columbia European Equity Z Fund (CEEZX) Portfolio TrackingColumbia European Equity Z (CEEZX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia European Equity Z fund (CEEZX)

DateCashStockBondOther
04/20160.13%98.06%0%1.81%
02/20160.84%97.53%0%1.63%
01/20160.23%98.41%0%1.36%
Click here to see more historic asset allocation information on Columbia European Equity Z Fund (CEEZX)

 

graph of Columbia European Equity Z Fund (CEEZX) Top 10 Position TrackingTop 10 Holdings in Columbia European Equity Z (CEEZX) Fund

Discover what Columbia European Equity Z Fund (CEEZX) manager is buying

Apr 29, 2016
Unilever PLC [4.83%]
ROCHE HLDG AG DIV RT [4.12%]
Royal Dutch Shell PLC B [4.08%]
BT Group PLC [3.47%]
Bayer AG [2.95%]
ANHEUSER-BUSCH INBEV [2.91%]
Reckitt Benckiser Group PLC [2.79%]
CRH PLC [2.58%]
British American Tobacco PLC [2.5%]
NOVO NORDISK A/S B [2.42%]

Feb 28, 2016
Unilever PLC [5.01%]
BT Group PLC [4.21%]
ROCHE HLDG AG DIV RT [3.46%]
ANHEUSER-BUSCH INBEV [2.89%]
Reckitt Benckiser Group PLC [2.76%]
Royal Dutch Shell PLC B [2.67%]
British American Tobacco PLC [2.51%]
CRH PLC [2.4%]
NOVO NORDISK A/S B [2.36%]
Bayer AG [2.35%]

Jan 30, 2016
Unilever PLC [4.89%]
BT Group PLC [3.9%]
ROCHE HLDG AG DIV RT [3.31%]
ANHEUSER-BUSCH INBEV [3.08%]
BG Group PLC [3.07%]
UBS Group AG Registered Ordinar [2.7%]
Reckitt Benckiser Group PLC [2.56%]
Ryanair Holdings PLC ADR [2.55%]
British American Tobacco PLC [2.43%]
NOVO NORDISK A/S B [2.42%]
Click here for Stock Holding Change Map in Columbia European Equity Z Fund (CEEZX)

  

Latest News on Columbia European Equity Z (CEEZX) Fund

See what is happening with Columbia European Equity Z Fund (CEEZX)

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Columbia European Equity Z Fund (CEEZX) Related ResourcesSee more information on Columbia European Equity Z (CEEZX) Fund

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