Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | CETRX Insights | CETRX Score | CETRX Performance | CETRX News | CETRX Allocation | CETRX Holdings Change

Columbia Global Energy & Natural Res R (CETRX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Global Energy & Natural Res R (CETRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Columbia Global Energy & Natural Res R Fund (CETRX) ManagerFund Manager - Jonathan Mogil

Fund Manager Information

Fund Manager Tenure: 7.4 years
Fund Family: Columbia
Fund Category: Natural Resources
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of Columbia Global Energy & Natural Res R Fund (CETRX) ProfileColumbia Global Energy & Natural Res R Fund (CETRX) Profile

Fund Profile and Description

Columbia Global Energy & Natural Res R Fund seeks long-term capital appreciation. Columbia Global Energy & Natural Res R Fund invests at least 80% of total assets in equity securities of U.S. and foreign companies engaged in the energy and natural resources industries. It typically invests at least 50% of total assets in crude oil, petroleum and natural gas companies. Columbia Global Energy & Natural Res R Fund also may invest up to 35% of total assets in precious metals, such as gold bullion, and companies engaged in the production of precious metals. It may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments.

 

Columbia Global Energy & Natural Res R (CETRX) Fund Strength What we like about Columbia Global Energy & Natural Res R (CETRX) Fund

Data for Columbia Global Energy & Natural Res R Fund (CETRX) as of May 30, 2016

  • Columbia Global Energy & Natural Res R Fund (CETRX) management has been with Columbia Global Energy & Natural Res R Fund for 7.4 years
  • Columbia Global Energy & Natural Res R Fund (CETRX) has good short-term performance (1-year return -13.30% vs -16.02% Natural Resources category median performance)
  • Columbia Global Energy & Natural Res R Fund (CETRX) has good mid-term performance (3-year return -5.40% vs -7.51% Natural Resources category median performance)
  • Columbia Global Energy & Natural Res R Fund (CETRX) has good Long-term performance (5-year return -5.71% vs -7.88% Natural Resources category median performance)
  • Columbia Global Energy & Natural Res R Fund (CETRX) has an annual stock turnover rate of 51.00% vs Natural Resources average of 73.81%. It is good that Columbia Global Energy & Natural Res R management does not trade extensively for its return.
  • Columbia Global Energy & Natural Res R Fund (CETRX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.57, lower than category average of 19.38

Columbia Global Energy & Natural Res R Fund (CETRX) Weakness What we are cautious about Columbia Global Energy & Natural Res R (CETRX) Fund

Data for Columbia Global Energy & Natural Res R Fund (CETRX) as of May 30, 2016

  • Columbia Global Energy & Natural Res R Fund (CETRX) ratio of up-years vs down years can be improved
  • Columbia Global Energy & Natural Res R Fund (CETRX) has a Morningstar rating of 3 and below
  • Columbia Global Energy & Natural Res R Fund (CETRX) is less safe compared to its Natural Resources peers
  • Columbia Global Energy & Natural Res R Fund (CETRX) does not have a good risk adjusted return as its 3-year Alpha of -11.17 is worse than category average of -9.92, and its 3-year Sharpe ratio is -0.21
  • Columbia Global Energy & Natural Res R Fund (CETRX) has a higher expense ratio of 1.57% than its Natural Resources average of 1.40%
  • Even though Columbia Global Energy & Natural Res R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
  • As a Natural Resources focused fund, Columbia Global Energy & Natural Res R Fund (CETRX) is less diversified and has inherited sector risks associated with the fund
See Columbia Global Energy & Natural Res R Fund (CETRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Global Energy & Natural Res R Fund (CETRX)Compare with other top Natural Resources category mutual funds

Aadditional top Natural Resources mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Global Energy & Natural Res R10.16-13.30-5.40-5.71
Dreyfus Natural Resources A (DNLAX)8.25-17.37-3.83-3.00Compare
Fidelity Select Chemicals Portfolio (FSCHX)7.92-1.888.369.76Compare
T. Rowe Price Real Assets (PRAFX)12.60-5.090.14-2.42Compare

See top fund managers for Natural Resources Category Funds

 

Compare Columbia Global Energy & Natural Res R Fund (CETRX)Compare with Natural Resources category ETFs

Some Natural Resources ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Materials AlphaDEX ETF (FXZ)000
Vanguard Materials ETF (VAW)000
SPDR S&P International Matls Sect ETF (IRV)000
Materials Select Sector SPDR ETF (XLB)000
PowerShares S&P SmallCap Materials ETF (PSCM)000

 

Graph of Columbia Global Energy & Natural Res R Fund (CETRX) Net Asset TrackingColumbia Global Energy & Natural Res R (CETRX) Fund Net Asset

Track net asset change of Columbia Global Energy & Natural Res R fund (CETRX)

DateNet Asset
05/2016$239.33M
03/2016$244.77M
02/2016$207.63M
More historic net asset information on Columbia Global Energy & Natural Res R Fund (CETRX)

  

Graph of Columbia Global Energy & Natural Res R Fund (CETRX) Portfolio TrackingColumbia Global Energy & Natural Res R (CETRX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Global Energy & Natural Res R fund (CETRX)

DateCashStockBondOther
04/20160.64%99.36%0%0%
02/20164.61%95.39%0%0%
01/20162.83%97.17%0%0%
Click here to see more historic asset allocation information on Columbia Global Energy & Natural Res R Fund (CETRX)

 

graph of Columbia Global Energy & Natural Res R Fund (CETRX) Top 10 Position TrackingTop 10 Holdings in Columbia Global Energy & Natural Res R (CETRX) Fund

Discover what Columbia Global Energy & Natural Res R Fund (CETRX) manager is buying

Apr 29, 2016
Exxon Mobil Corporation Common [11.15%]
Royal Dutch Shell PLC Class A [5.68%]
BP PLC [3.96%]
SUNCOR ENERGY INC. [3.34%]
Chevron Corporation Common Stoc [3.21%]
Schlumberger N.V. Common Stock [3.08%]
VanEck Vectors Gold Miners ETF [2.7%]
Dow Chemical Company (The) Comm [2.63%]
Rio Tinto PLC [2.62%]
PPG Industries, Inc. Common Sto [2.6%]

Feb 28, 2016
Exxon Mobil Corporation Common [12.03%]
Royal Dutch Shell PLC Class A [6.36%]
BP PLC [4.09%]
Schlumberger N.V. Common Stock [3.19%]
Dow Chemical Company (The) Comm [2.83%]
SUNCOR ENERGY INC. [2.74%]
PPG Industries, Inc. Common Sto [2.64%]
Chevron Corporation Common Stoc [2.55%]
Rio Tinto PLC [2.38%]
Albemarle Corporation Common St [2.38%]

Jan 30, 2016
Exxon Mobil Corporation Common [12.24%]
BP PLC [4.77%]
BG Group PLC [3.91%]
Royal Dutch Shell PLC Class A [3.88%]
Schlumberger N.V. Common Stock [3.37%]
SUNCOR ENERGY INC. [2.78%]
Chevron Corporation Common Stoc [2.77%]
PPG Industries, Inc. Common Sto [2.73%]
Dow Chemical Company (The) Comm [2.56%]
Monsanto Company Common Stock [2.43%]
Click here for Stock Holding Change Map in Columbia Global Energy & Natural Res R Fund (CETRX)

  

Latest News on Columbia Global Energy & Natural Res R (CETRX) Fund

See what is happening with Columbia Global Energy & Natural Res R Fund (CETRX)

    No recent news

 

Columbia Global Energy & Natural Res R Fund (CETRX) Related ResourcesSee more information on Columbia Global Energy & Natural Res R (CETRX) Fund

Popular pages on Columbia Global Energy & Natural Res R (CETRX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update