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Columbia Real Estate Equity A (CREAX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Real Estate Equity A (CREAX) Fund

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Graph of Columbia Real Estate Equity A Fund (CREAX) ManagerFund Manager - Arthur J. Hurley

Fund Manager Information

Fund Manager Tenure: 13.1 years
Similar Funds: CREBX  CRECX  CREEX  CREWX 
Fund Family: Columbia
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Hurley is Director of Columbia Management Advisors, LLC. He has been associated with Columbia Management Advisors, LLC since September, 2006. Prior to that, he worked for Lee Munder Capital Group as a senior portfolio manager from December, 2002 to August, 2006. Hurley holds the Chartered Financial Analyst designation.  Get more insights on Arthur J. Hurley

 

Graph of Columbia Real Estate Equity A Fund (CREAX) ProfileColumbia Real Estate Equity A Fund (CREAX) Profile

Fund Profile and Description

Columbia Real Estate Equity A Fund seeks capital appreciation and above-average income. Columbia Real Estate Equity A Fund normally invests at least 80% of net assets in equity securities of companies principally engaged in the real estate industry. A company is “principally engaged” in the real estate industry if at least 50% of its gross income or net profits are attributable to the ownership, construction, management or sale of residential, commercial or industrial real estate. Columbia Real Estate Equity A Fund may invest in equity REITs, mortgage REITs and hybrid REITs. It is non-diversified.

 

Columbia Real Estate Equity A (CREAX) Fund Strength What we like about Columbia Real Estate Equity A (CREAX) Fund

Data for Columbia Real Estate Equity A Fund (CREAX) as of May 30, 2016

  • Columbia Real Estate Equity A Fund (CREAX) management has been with Columbia Real Estate Equity A Fund for 13.1 years
  • Columbia Real Estate Equity A Fund (CREAX) has good short-term performance (1-year return 10.92% vs 9.01% Real Estate category median performance)
  • Columbia Real Estate Equity A Fund (CREAX) ratio of up-years vs down years is greater than 2
  • Asset base in Columbia Real Estate Equity A Fund (CREAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Real Estate Equity A Fund (CREAX) has an annual stock turnover rate of 32.00% vs Real Estate average of 61.66%. It is good that Columbia Real Estate Equity A management does not trade extensively for its return.
  • Columbia Real Estate Equity A Fund (CREAX) has a lower expense ratio than its Real Estate average: 1.25% vs 1.28%

Columbia Real Estate Equity A Fund (CREAX) Weakness What we are cautious about Columbia Real Estate Equity A (CREAX) Fund

Data for Columbia Real Estate Equity A Fund (CREAX) as of May 30, 2016

  • Columbia Real Estate Equity A Fund (CREAX) has a less-than-ideal mid-term performance (3-year return 9.42% vs 9.69% Real Estate category median performance)
  • Columbia Real Estate Equity A Fund (CREAX) has a less-than-ideal Long-term performance (5-year return 9.19% vs 9.40% Real Estate category median performance)
  • Columbia Real Estate Equity A Fund (CREAX) has a Morningstar rating of 3 and below
  • Columbia Real Estate Equity A Fund (CREAX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.97 that is higher than category average of 14.6
  • Columbia Real Estate Equity A Fund (CREAX) carries a 5.75% load
  • As a Real Estate focused fund, Columbia Real Estate Equity A Fund (CREAX) is less diversified and has inherited sector risks associated with the fund
See Columbia Real Estate Equity A Fund (CREAX) performance details as of May 30, 2016

 

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Compare Columbia Real Estate Equity A Fund (CREAX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Real Estate Equity A4.2410.929.429.19
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare Columbia Real Estate Equity A Fund (CREAX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of Columbia Real Estate Equity A Fund (CREAX) Net Asset TrackingColumbia Real Estate Equity A (CREAX) Fund Net Asset

Track net asset change of Columbia Real Estate Equity A fund (CREAX)

DateNet Asset
05/2016$546.74M
03/2016$530.14M
02/2016$481.82M
More historic net asset information on Columbia Real Estate Equity A Fund (CREAX)

  

Graph of Columbia Real Estate Equity A Fund (CREAX) Portfolio TrackingColumbia Real Estate Equity A (CREAX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Real Estate Equity A fund (CREAX)

DateCashStockBondOther
04/20163.32%96.68%0%0%
02/20163.19%96.81%0%0%
01/20160.75%99.25%0%0%
Click here to see more historic asset allocation information on Columbia Real Estate Equity A Fund (CREAX)

 

graph of Columbia Real Estate Equity A Fund (CREAX) Top 10 Position TrackingTop 10 Holdings in Columbia Real Estate Equity A (CREAX) Fund

Discover what Columbia Real Estate Equity A Fund (CREAX) manager is buying

Apr 29, 2016
Simon Property Group, Inc. Comm [11.43%]
Public Storage Common Stock [6.35%]
AvalonBay Communities, Inc. Com [6.06%]
Digital Realty Trust, Inc. Comm [4.9%]
General Growth Properties, Inc. [4.52%]
Ventas, Inc. Common Stock [4.26%]
Duke Realty Corporation Common [4.19%]
Equity Lifestyle Properties, In [4.19%]
Alexandria Real Estate Equities [3.94%]
First Industrial Realty Trust, [3.62%]

Feb 28, 2016
Simon Property Group, Inc. Comm [11.46%]
Public Storage Common Stock [6.88%]
AvalonBay Communities, Inc. Com [6.26%]
General Growth Properties, Inc. [4.72%]
Equity Lifestyle Properties, In [4.57%]
Duke Realty Corporation Common [4.21%]
Ventas, Inc. Common Stock [4.06%]
First Industrial Realty Trust, [3.61%]
Alexandria Real Estate Equities [3.57%]
Essex Property Trust, Inc. Comm [3.48%]

Jan 30, 2016
Simon Property Group, Inc. Comm [12.34%]
Public Storage Common Stock [9.34%]
AvalonBay Communities, Inc. Com [5%]
General Growth Properties, Inc. [4.82%]
Equity Lifestyle Properties, In [4.31%]
Duke Realty Corporation Common [4.12%]
Ventas, Inc. Common Stock [4.05%]
Equity Residential Common Share [3.96%]
SL Green Realty Corporation Com [3.79%]
Alexandria Real Estate Equities [3.58%]
Click here for Stock Holding Change Map in Columbia Real Estate Equity A Fund (CREAX)

  

Latest News on Columbia Real Estate Equity A (CREAX) Fund

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Columbia Real Estate Equity A Fund (CREAX) Related ResourcesSee more information on Columbia Real Estate Equity A (CREAX) Fund

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