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Columbia Select Global Equity Z (CGEZX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Select Global Equity Z (CGEZX) Fund

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

 

Graph of Columbia Select Global Equity Z Fund (CGEZX) ManagerFund Manager - Dave Dudding

Fund Manager Information

Fund Manager Tenure: 4.9 years
Fund Family: Columbia
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of Columbia Select Global Equity Z Fund (CGEZX) ProfileColumbia Select Global Equity Z Fund (CGEZX) Profile

Fund Profile and Description

Columbia Select Global Equity Z Fund seeks long-term growth of capital. Columbia Select Global Equity Z Fund normally invests at least 80% of assets in equity securities, including companies located in developed and emerging countries. It invests at least 40% of net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S. Columbia Select Global Equity Z Fund normally has exposure to foreign currencies.

 

Columbia Select Global Equity Z (CGEZX) Fund Strength What we like about Columbia Select Global Equity Z (CGEZX) Fund

Data for Columbia Select Global Equity Z Fund (CGEZX) as of May 30, 2016

  • Columbia Select Global Equity Z Fund (CGEZX) management has been with Columbia Select Global Equity Z Fund for 4.9 years
  • Columbia Select Global Equity Z Fund (CGEZX) has good short-term performance (1-year return 1.40% vs -5.49% World Stock category median performance)
  • Columbia Select Global Equity Z Fund (CGEZX) has good mid-term performance (3-year return 6.88% vs 5.54% World Stock category median performance)
  • Columbia Select Global Equity Z Fund (CGEZX) has good Long-term performance (5-year return 5.83% vs 5.54% World Stock category median performance)
  • Columbia Select Global Equity Z Fund (CGEZX) ratio of up-years vs down years is greater than 2
  • Columbia Select Global Equity Z Fund (CGEZX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.74, lower than category average of 12.23
  • Columbia Select Global Equity Z Fund (CGEZX) has a lower expense ratio than its World Stock average: 1.17% vs 1.28%
  • Columbia Select Global Equity Z Fund (CGEZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Select Global Equity Z Fund (CGEZX) Weakness What we are cautious about Columbia Select Global Equity Z (CGEZX) Fund

Data for Columbia Select Global Equity Z Fund (CGEZX) as of May 30, 2016

  • Columbia Select Global Equity Z Fund (CGEZX) has a Morningstar rating of 3 and below
  • Columbia Select Global Equity Z Fund (CGEZX) has an annual stock turnover rate of 132.00% that is higher than the World Stock average of 47.65%. This could mean Columbia Select Global Equity Z is more nimble, but also signal potential high tax impact and high trading fees
See Columbia Select Global Equity Z Fund (CGEZX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Select Global Equity Z Fund (CGEZX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Select Global Equity Z2.921.406.885.83
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
American Century Global Growth Instl (AGGIX)-0.18-3.347.547.06Compare

See top fund managers for World Stock Category Funds

 

Compare Columbia Select Global Equity Z Fund (CGEZX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Columbia Select Global Equity Z Fund (CGEZX) Net Asset TrackingColumbia Select Global Equity Z (CGEZX) Fund Net Asset

Track net asset change of Columbia Select Global Equity Z fund (CGEZX)

DateNet Asset
05/2016$409.17M
03/2016$409.30M
02/2016$385.66M
More historic net asset information on Columbia Select Global Equity Z Fund (CGEZX)

  

Graph of Columbia Select Global Equity Z Fund (CGEZX) Portfolio TrackingColumbia Select Global Equity Z (CGEZX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Select Global Equity Z fund (CGEZX)

DateCashStockBondOther
04/20161.02%98.98%0%0%
02/20161.4%98.6%0%0%
01/20161.06%98.94%0%0%
Click here to see more historic asset allocation information on Columbia Select Global Equity Z Fund (CGEZX)

 

graph of Columbia Select Global Equity Z Fund (CGEZX) Top 10 Position TrackingTop 10 Holdings in Columbia Select Global Equity Z (CGEZX) Fund

Discover what Columbia Select Global Equity Z Fund (CGEZX) manager is buying

Apr 29, 2016
Mastercard Incorporated Common [5.07%]
AIA Group Ltd [4.91%]
Alphabet Inc. [4.67%]
Visa Inc. [4.06%]
Thermo Fisher Scientific Inc Co [4.01%]
HDFC Bank Ltd [3.92%]
Reckitt Benckiser Group PLC [3.71%]
PPG Industries, Inc. Common Sto [3.63%]
Unilever PLC [3.37%]
Nike, Inc. Common Stock [3.07%]

Feb 28, 2016
Mastercard Incorporated Common [4.85%]
AIA Group Ltd [4.61%]
Visa Inc. [4.05%]
Alphabet Inc. [4%]
Thermo Fisher Scientific Inc Co [3.85%]
PPG Industries, Inc. Common Sto [3.4%]
Unilever PLC [3.32%]
Nike, Inc. Common Stock [3.29%]
Reckitt Benckiser Group PLC [3.28%]
HDFC Bank Ltd [3.16%]

Jan 30, 2016
AIA Group Ltd [5%]
Mastercard Incorporated Common [4.82%]
Alphabet Inc. [4.15%]
HDFC Bank Ltd [4.02%]
Thermo Fisher Scientific Inc Co [3.91%]
KEYENCE CORP [3.68%]
Unilever PLC [3.4%]
PPG Industries, Inc. Common Sto [3.27%]
Reckitt Benckiser Group PLC [3.18%]
Colgate-Palmolive Company Commo [3.14%]
Click here for Stock Holding Change Map in Columbia Select Global Equity Z Fund (CGEZX)

  

Latest News on Columbia Select Global Equity Z (CGEZX) Fund

See what is happening with Columbia Select Global Equity Z Fund (CGEZX)

 

Columbia Select Global Equity Z Fund (CGEZX) Related ResourcesSee more information on Columbia Select Global Equity Z (CGEZX) Fund

Popular pages on Columbia Select Global Equity Z (CGEZX) Fund

  

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