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Columbia Global Dividend Opportunity Y (CLSYX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Global Dividend Opportunity Y (CLSYX) Fund

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

 

Graph of Columbia Global Dividend Opportunity Y Fund (CLSYX) ManagerFund Manager - Stephen Thornber

Fund Manager Information

Fund Manager Tenure: 4.6 years
Fund Family: Columbia
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of Columbia Global Dividend Opportunity Y Fund (CLSYX) ProfileColumbia Global Dividend Opportunity Y Fund (CLSYX) Profile

Fund Profile and Description

Columbia Global Dividend Opportunity Y Fund seeks long-term growth of capital. Columbia Global Dividend Opportunity Y Fund normally invests in common stocks of companies that the Advisor believes are attractively valued and has the potential for long-term growth. It may invest in companies that have market capitalizations of any size and may invest a significant amount of its assets in smaller companies. Columbia Global Dividend Opportunity Y Fund may invest up to 33% of total assets in foreign securities, including securities of companies in emerging market countries.

 

Columbia Global Dividend Opportunity Y (CLSYX) Fund Strength What we like about Columbia Global Dividend Opportunity Y (CLSYX) Fund

Data for Columbia Global Dividend Opportunity Y Fund (CLSYX) as of May 30, 2016

  • Columbia Global Dividend Opportunity Y Fund (CLSYX) management has been with Columbia Global Dividend Opportunity Y Fund for 4.6 years
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) ratio of up-years vs down years is greater than 2
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.96, lower than category average of 12.23
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) has a lower expense ratio than its World Stock average: 0.82% vs 1.28%
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Global Dividend Opportunity Y Fund (CLSYX) Weakness What we are cautious about Columbia Global Dividend Opportunity Y (CLSYX) Fund

Data for Columbia Global Dividend Opportunity Y Fund (CLSYX) as of May 30, 2016

  • Columbia Global Dividend Opportunity Y Fund (CLSYX) has a less-than-ideal short-term performance (1-year return -6.07% vs -5.49% World Stock category median performance)
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) has a less-than-ideal mid-term performance (3-year return 2.16% vs 5.54% World Stock category median performance)
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) has a less-than-ideal Long-term performance (5-year return 3.29% vs 5.54% World Stock category median performance)
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) has a Morningstar rating of 3 and below
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) has an annual stock turnover rate of 63.00% that is higher than the World Stock average of 47.65%. This could mean Columbia Global Dividend Opportunity Y is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia Global Dividend Opportunity Y Fund (CLSYX) does not have a good risk adjusted return as its 3-year Alpha of 1.87 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.24
See Columbia Global Dividend Opportunity Y Fund (CLSYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Global Dividend Opportunity Y Fund (CLSYX)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 Global Dividend Opportunity Y3.13-6.072.163.29
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 Global Dividend Opportunity Y Fund (CLSYX)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 Global Dividend Opportunity Y Fund (CLSYX) Net Asset TrackingColumbia Global Dividend Opportunity Y (CLSYX) Fund Net Asset

Track net asset change of Columbia Global Dividend Opportunity Y fund (CLSYX)

DateNet Asset
05/2016$644.07M
03/2016$652.23M
02/2016$619.20M
More historic net asset information on Columbia Global Dividend Opportunity Y Fund (CLSYX)

  

Graph of Columbia Global Dividend Opportunity Y Fund (CLSYX) Portfolio TrackingColumbia Global Dividend Opportunity Y (CLSYX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Global Dividend Opportunity Y fund (CLSYX)

DateCashStockBondOther
04/20161.18%98.82%0%0%
02/20161.1%98.9%0%0%
01/20160.66%99.34%0%0%
Click here to see more historic asset allocation information on Columbia Global Dividend Opportunity Y Fund (CLSYX)

 

graph of Columbia Global Dividend Opportunity Y Fund (CLSYX) Top 10 Position TrackingTop 10 Holdings in Columbia Global Dividend Opportunity Y (CLSYX) Fund

Discover what Columbia Global Dividend Opportunity Y Fund (CLSYX) manager is buying

Apr 29, 2016
Reynolds American Inc Common St [2.82%]
Cisco Systems, Inc. [2.51%]
Pfizer, Inc. Common Stock [2.5%]
Philip Morris International Inc [2.29%]
Six Flags Entertainment Corpora [2.28%]
UNILEVER NV CERT SHS [2.2%]
Coca-Cola Company (The) Common [2.11%]
JP Morgan Chase & Co. Common St [2.09%]
Royal Dutch Shell PLC Class A [2.06%]
L Brands, Inc. [1.95%]

Feb 28, 2016
Reynolds American Inc Common St [3.02%]
Philip Morris International Inc [2.58%]
Cisco Systems, Inc. [2.52%]
Pfizer, Inc. Common Stock [2.39%]
UNILEVER NV CERT SHS [2.28%]
Coca-Cola Company (The) Common [2.14%]
Six Flags Entertainment Corpora [2.04%]
JP Morgan Chase & Co. Common St [1.96%]
General Electric Company Common [1.92%]
Royal Dutch Shell PLC Class A [1.9%]

Jan 30, 2016
Reynolds American Inc Common St [2.95%]
Six Flags Entertainment Corpora [2.54%]
Philip Morris International Inc [2.52%]
Pfizer, Inc. Common Stock [2.42%]
UNILEVER NV CERT SHS [2.31%]
Coca-Cola Company (The) Common [2.1%]
Imperial Tobacco Group PLC [2.08%]
Imperial Brands PLC [2.08%]
AstraZeneca PLC [1.95%]
Click here for Stock Holding Change Map in Columbia Global Dividend Opportunity Y Fund (CLSYX)

  

Latest News on Columbia Global Dividend Opportunity Y (CLSYX) Fund

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Columbia Global Dividend Opportunity Y Fund (CLSYX) Related ResourcesSee more information on Columbia Global Dividend Opportunity Y (CLSYX) Fund

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