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Columbia Greater China Z (LNGZX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Greater China Z (LNGZX) Fund

    Last Trade: $43.33 on 5/23/2017, Change: -0.11 (-0.25%)

 

Graph of Columbia Greater China Z Fund (LNGZX) ManagerFund Manager - Jasmine Huang

Fund Manager Information

Fund Manager Tenure: 12.0 years
Fund Family: Columbia
Fund Category: China Region
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of Columbia Greater China Z Fund (LNGZX) ProfileColumbia Greater China Z Fund (LNGZX) Profile

Fund Profile and Description

Columbia Greater China Z Fund seeks long-term capital appreciation. Columbia Greater China Z Fund normally invests at least 80% of net assets in equity securities of companies whose principal activities are located in the Greater China Region. The Greater China Region includes Hong Kong, The People’s Republic of China, Taiwan and other countries within this region. It may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. Columbia Greater China Z Fund is non-diversified.

 

Columbia Greater China Z (LNGZX) Fund Strength What we like about Columbia Greater China Z (LNGZX) Fund

Data for Columbia Greater China Z Fund (LNGZX) as of May 30, 2016

  • Columbia Greater China Z Fund (LNGZX) management has been with Columbia Greater China Z Fund for 12.0 years
  • Columbia Greater China Z Fund (LNGZX) has good short-term performance (1-year return -22.36% vs -23.13% China Region category median performance)
  • Columbia Greater China Z Fund (LNGZX) has good mid-term performance (3-year return 4.36% vs 0.52% China Region category median performance)
  • Columbia Greater China Z Fund (LNGZX) has good Long-term performance (5-year return -0.31% vs -0.68% China Region category median performance)
  • Columbia Greater China Z Fund (LNGZX) has a Morningstar rating of 4 and above
  • Columbia Greater China Z Fund (LNGZX) has an annual stock turnover rate of 74.00% vs China Region average of 78.62%. It is good that Columbia Greater China Z management does not trade extensively for its return.
  • Columbia Greater China Z Fund (LNGZX) has a lower expense ratio than its China Region average: 1.31% vs 1.77%
  • Columbia Greater China Z Fund (LNGZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Greater China Z Fund (LNGZX) Weakness What we are cautious about Columbia Greater China Z (LNGZX) Fund

Data for Columbia Greater China Z Fund (LNGZX) as of May 30, 2016

  • Columbia Greater China Z Fund (LNGZX) ratio of up-years vs down years can be improved
  • Columbia Greater China Z Fund (LNGZX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.15 that is higher than category average of 18.95
  • Asset base in Columbia Greater China Z Fund (LNGZX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Columbia Greater China Z Fund (LNGZX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Greater China Z Fund (LNGZX)Compare with other top China Region category mutual funds

Aadditional top China Region mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Greater China Z-6.66-22.364.36-0.31
Invesco Greater China A (AACFX)2.04-13.203.21-0.93Compare
Matthews China Dividend Investor (MCDFX)-1.38-16.844.945.73Compare
Invesco Greater China Y (AMCYX)2.14-12.933.46-0.68Compare

See top fund managers for China Region Category Funds

 

Compare Columbia Greater China Z Fund (LNGZX)Compare with China Region category ETFs

Some China Region ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim China Technology ETF (CQQQ)000
Guggenheim China Real Estate ETF (TAO)000
iShares MSCI Taiwan (EWT)000
Global X China Materials ETF (CHIM)000
Global X China Industrials ETF (CHII)000

 

Graph of Columbia Greater China Z Fund (LNGZX) Net Asset TrackingColumbia Greater China Z (LNGZX) Fund Net Asset

Track net asset change of Columbia Greater China Z fund (LNGZX)

DateNet Asset
05/2016$109.31M
03/2016$113.65M
02/2016$120.19M
More historic net asset information on Columbia Greater China Z Fund (LNGZX)

  

Graph of Columbia Greater China Z Fund (LNGZX) Portfolio TrackingColumbia Greater China Z (LNGZX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Greater China Z fund (LNGZX)

DateCashStockBondOther
04/20161.02%98.46%0%0.52%
02/20161.96%97.29%0%0.75%
01/20161.48%97.81%0%0.71%
Click here to see more historic asset allocation information on Columbia Greater China Z Fund (LNGZX)

 

graph of Columbia Greater China Z Fund (LNGZX) Top 10 Position TrackingTop 10 Holdings in Columbia Greater China Z (LNGZX) Fund

Discover what Columbia Greater China Z Fund (LNGZX) manager is buying

Apr 29, 2016
TENCENT HOLDINGS LTD [17.95%]
CHINA MOBILE HONG KO [9.63%]
Alibaba Group Holding Limited A [6.35%]
PING AN INSURANCE [4.23%]
Ctrip.com International, Ltd. [4.14%]
CHINA OVERSEAS LAND& [3.41%]
CHINA MEDICAL [3.4%]
JD.com, Inc. [3.33%]
SHENZHOU INTERNATION [3.07%]
ZHUZHOU CSR TIMES [2.94%]

Feb 28, 2016
TENCENT HOLDINGS LTD [16.72%]
CHINA MOBILE HONG KO [9.42%]
Alibaba Group Holding Limited A [5.18%]
PING AN INSURANCE [4.65%]
Ctrip.com International, Ltd. [3.54%]
JD.com, Inc. [3.05%]
CSPC PHARMA GROUP [3.04%]
CHINA MEDICAL [3.01%]
INDUSTRIAL & COMMER [2.93%]
ZHUZHOU CSR TIMES [2.86%]

Jan 30, 2016
TENCENT HOLDINGS LTD [16.29%]
CHINA MOBILE HONG KO [9.2%]
Alibaba Group Holding Limited A [4.79%]
PING AN INSURANCE [4.72%]
Ctrip.com International, Ltd. [3.51%]
CSPC PHARMA GROUP [3.06%]
INDUSTRIAL & COMMER [2.92%]
ZHUZHOU CSR TIMES [2.86%]
AIA Group Ltd [2.82%]
SHENZHOU INTERNATION [2.75%]
Click here for Stock Holding Change Map in Columbia Greater China Z Fund (LNGZX)

  

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