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Mutual Fund Insights: Columbia Greater China A Fund (NGCAX)

In-depth Analysis of Columbia Greater China A Fund (NGCAX)

Mutual fund chart: Columbia Greater China A Fund (NGCAX)

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See Columbia Greater China A Fund (NGCAX) performance details as of January 31, 2010

  

    Last Trade: $51.09 on 3/19/2010, Change: -0.24 (-0.47%)

  

Fund Manager - Jasmine Huang

Fund Manager Tenure: 4.8 years   [Similar Funds: NGCBX  NGCCX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Huang was associated with Columbia Management Advisors, LLC or its predecessors since September 2003. Prior to joining Columbia Management Advisors, LLC, Huang held a manager position with Deloitte's management consulting practice from June, 2000 to September, 2003. Huang holds the Chartered Financial Analyst and Certified Public Accountant designations.  Get more insights on Jasmine Huang

  

What we like about Columbia Greater China A Fund (NGCAX) What we like about Columbia Greater China A Fund (NGCAX)

Data for Columbia Greater China A Fund (NGCAX) as of January 31, 2010

  • Columbia Greater China A Fund (NGCAX) management has been with Columbia Greater China A Fund for 4.8 years
  • Columbia Greater China A Fund (NGCAX) has good mid-term performance (3-year return 5.13% vs 3.11% Pacific/Asia ex-Japan Stk category average)
  • Columbia Greater China A Fund (NGCAX) has good Long-term performance (5-year return 16.64% vs 13.11% Pacific/Asia ex-Japan Stk category average)
  • Columbia Greater China A Fund (NGCAX) ratio of up-years vs down years is greater than 2
  • Columbia Greater China A Fund (NGCAX) has a Morningstar rating of 4 and above
  • Columbia Greater China A Fund (NGCAX) has an annual stock turnover rate of 39.00% vs Pacific/Asia ex-Japan Stk average of 87.64%. It is good that Columbia Greater China A management does not trade extensively for its return.
  • Columbia Greater China A Fund (NGCAX) has a lower management fee than its Pacific/Asia ex-Japan Stk average: 1.65% vs 1.99%

  

What we are cautious about Columbia Greater China A Fund (NGCAX) What we are cautious about Columbia Greater China A Fund (NGCAX)

Data for Columbia Greater China A Fund (NGCAX) as of January 31, 2010

  • Columbia Greater China A Fund is a focused fund with 52.67% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Columbia Greater China A Fund (NGCAX) has a less-than-ideal short-term performance (1-year return 61.25% vs 73.41% Pacific/Asia ex-Japan Stk category average)
  • Columbia Greater China A Fund (NGCAX) is less safe compared to its Pacific/Asia ex-Japan Stk peers
  • Columbia Greater China A Fund (NGCAX) is more volatile than its peers as it has a 3-year Standard Deviation of 37.62 that is higher than category average of 34.72
  • Columbia Greater China A Fund (NGCAX) carries a 5.75% load
See Columbia Greater China A Fund (NGCAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Pacific/Asia ex-Japan Stk category?

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Columbia Greater China A Fund (NGCAX) Net Asset

Track net asset change of Columbia Greater China A fund (NGCAX)

DateNet Asset
01/2010$125.16M
11/2009$142.93M
10/2009$130.79M
More historic net asset information on Columbia Greater China A Fund (NGCAX)

  

Columbia Greater China A Fund (NGCAX) Portfolio Allocation

Track portfolio allocation change of Columbia Greater China A fund (NGCAX)

DateCashStockBondOther
11/20090.92%99.09%0%0%
09/20090.51%99.49%0%0%
08/20090.42%99.59%0%0%
Click here to see more historic asset allocation information on Columbia Greater China A Fund (NGCAX)

  

Most Recent Top 10 Holdings in Columbia Greater China A Fund (NGCAX)

Discover what Columbia Greater China A Fund (NGCAX) manager is buying

30-Nov-09
China Life Insurance Company, Ltd. [7.79%]
Industrial And Commercial Bank Of China Limited [6.99%]
CNOOC, Ltd. [6.3%]
Bank of China Ltd [5.69%]
PetroChina Company, Ltd. [5.66%]
China Mobile Ltd. [5.23%]
China Merchants Bank Co.,limited [5.21%]
China Shenhua Energy Company Limited [3.43%]
Tencent Hldgs Limi [3.31%]
Ping An Insurance (group) Company Of China, Ltd. [3.06%]

30-Sep-09
China Mobile Ltd. [8.22%]
China Life Insurance Company, Ltd. [7.68%]
Industrial And Commercial Bank Of China Limited [6.97%]
CNOOC, Ltd. [6.21%]
Bank of China Ltd [5.96%]
PetroChina Company, Ltd. [5.87%]
China Merchants Bank Co.,limited [4.78%]
China Shenhua Energy Company Limited [3.41%]
Tencent Hldgs Limi [3.25%]
Ping An Insurance (group) Company Of China, Ltd. [2.92%]

31-Aug-09
China Mobile Ltd. [8.98%]
China Life Insurance Company, Ltd. [7.68%]
Industrial And Commercial Bank Of China Limited [6.6%]
CNOOC, Ltd. [6.22%]
PetroChina Company, Ltd. [5.94%]
Bank of China Ltd [5.76%]
China Merchants Bank Co.,limited [4.9%]
China Shenhua Energy Company Limited [3.33%]
Tencent Hldgs Limi [3.13%]
Ping An Insurance (group) Company Of China, Ltd. [2.88%]
Click here for Stock Holding Change Map in Columbia Greater China A Fund (NGCAX)

  

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