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Columbia Global Infrastructure Fund Z (CRIZX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Global Infrastructure Fund Z (CRIZX) Fund

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

 

Graph of Columbia Global Infrastructure Fund Z Fund (CRIZX) ManagerFund Manager - Craig M. Leopold

Fund Manager Information

Fund Manager Tenure: 6.8 years
Fund Family: Columbia
Fund Category: Infrastructure
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

 

Graph of Columbia Global Infrastructure Fund Z Fund (CRIZX) ProfileColumbia Global Infrastructure Fund Z Fund (CRIZX) Profile

Fund Profile and Description

Columbia Global Infrastructure Fund Z Fund seeks to provide shareholders with long-term growth of capital. Under normal market conditions, the fund invests at least 80% of net assets (including the amount of any borrowings for investment purposes) in equity securities issued by infrastructure-related companies. It may invest in companies of any size and may invest up to 25% of net assets in foreign investments. Columbia Global Infrastructure Fund Z Fund is non-diversified.

 

Columbia Global Infrastructure Fund Z (CRIZX) Fund Strength What we like about Columbia Global Infrastructure Fund Z (CRIZX) Fund

Data for Columbia Global Infrastructure Fund Z Fund (CRIZX) as of May 30, 2016

  • Columbia Global Infrastructure Fund Z Fund (CRIZX) management has been with Columbia Global Infrastructure Fund Z Fund for 6.8 years
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) has an annual stock turnover rate of 51.00% vs Infrastructure average of 67.66%. It is good that Columbia Global Infrastructure Fund Z management does not trade extensively for its return.
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) has a lower expense ratio than its Infrastructure average: 0.90% vs 1.38%
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Global Infrastructure Fund Z Fund (CRIZX) Weakness What we are cautious about Columbia Global Infrastructure Fund Z (CRIZX) Fund

Data for Columbia Global Infrastructure Fund Z Fund (CRIZX) as of May 30, 2016

  • Columbia Global Infrastructure Fund Z Fund (CRIZX) has a less-than-ideal short-term performance (1-year return -8.74% vs -5.14% Infrastructure category median performance)
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) has a less-than-ideal mid-term performance (3-year return 6.40% vs 6.49% Infrastructure category median performance)
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) has a less-than-ideal Long-term performance (5-year return 6.03% vs 6.68% Infrastructure category median performance)
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) ratio of up-years vs down years can be improved
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) has a Morningstar rating of 3 and below
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) is less safe compared to its Infrastructure peers
  • Columbia Global Infrastructure Fund Z Fund (CRIZX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.09 that is higher than category average of 11.65
See Columbia Global Infrastructure Fund Z Fund (CRIZX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Global Infrastructure Fund Z Fund (CRIZX)Compare with other top Infrastructure category mutual funds

Aadditional top Infrastructure mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Global Infrastructure Fund Z4.99-8.746.406.03
Lazard Global Listed Infrastructure Inst (GLIFX)3.653.9013.8412.85Compare
Cohen & Steers Global Infrastructure A (CSUAX)8.39-3.257.027.53Compare
Reaves Utilities and Energy Infras A (RSRAX)13.017.109.048.69Compare

See top fund managers for Infrastructure Category Funds

 

Compare Columbia Global Infrastructure Fund Z Fund (CRIZX)Compare with Infrastructure category ETFs

Some Infrastructure ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Global Infrastructure (IGF)000
SPDR S&P Global Infrastructure ETF (GII)10.40%-4.86%6.48%

 

Graph of Columbia Global Infrastructure Fund Z Fund (CRIZX) Net Asset TrackingColumbia Global Infrastructure Fund Z (CRIZX) Fund Net Asset

Track net asset change of Columbia Global Infrastructure Fund Z fund (CRIZX)

DateNet Asset
05/2016$216.14M
03/2016$221.20M
02/2016$213.81M
More historic net asset information on Columbia Global Infrastructure Fund Z Fund (CRIZX)

  

Graph of Columbia Global Infrastructure Fund Z Fund (CRIZX) Portfolio TrackingColumbia Global Infrastructure Fund Z (CRIZX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Global Infrastructure Fund Z fund (CRIZX)

DateCashStockBondOther
04/20160.9%80.21%9.86%1.8%
02/20160.53%81.48%9.81%1.75%
01/20160.1%83.28%9.19%1.67%
Click here to see more historic asset allocation information on Columbia Global Infrastructure Fund Z Fund (CRIZX)

 

graph of Columbia Global Infrastructure Fund Z Fund (CRIZX) Top 10 Position TrackingTop 10 Holdings in Columbia Global Infrastructure Fund Z (CRIZX) Fund

Discover what Columbia Global Infrastructure Fund Z Fund (CRIZX) manager is buying

Apr 29, 2016
BP PLC [3.25%]
EOG Resources, Inc. Common Stoc [3.15%]
Occidental Petroleum Corporatio [2.94%]
Pacific Gas & Electric Co. Comm [2.78%]
Exxon Mobil Corporation Common [2.77%]
Transurban Group [2.77%]
Royal Dutch Shell PLC Class A [2.69%]
Cisco Systems, Inc. [2.67%]
Ferrovial SA [2.65%]
Xylem Inc. Common Stock New [2.65%]

Feb 28, 2016
Exxon Mobil Corporation Common [3.69%]
Pacific Gas & Electric Co. Comm [3.43%]
Royal Dutch Shell PLC Class A [3.29%]
BP PLC [3.01%]
Xylem Inc. Common Stock New [2.99%]
Cisco Systems, Inc. [2.93%]
Transurban Group [2.9%]
Northrop Grumman Corporation Co [2.78%]
Occidental Petroleum Corporatio [2.75%]
Xcel Energy Inc. Common Stock [2.69%]

Jan 30, 2016
Exxon Mobil Corporation Common [3.48%]
Pacific Gas & Electric Co. Comm [3.47%]
BP PLC [3.25%]
Crown Castle Intl Pfd [3.21%]
Transurban Group [3.08%]
Royal Dutch Shell PLC Class A [3.07%]
Cisco Systems, Inc. [2.87%]
Xylem Inc. Common Stock New [2.79%]
EOG Resources, Inc. Common Stoc [2.74%]
Ferrovial SA [2.73%]
Click here for Stock Holding Change Map in Columbia Global Infrastructure Fund Z Fund (CRIZX)

  

Latest News on Columbia Global Infrastructure Fund Z (CRIZX) Fund

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