Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | NIVLX Insights | NIVLX Score | NIVLX Performance | NIVLX News | NIVLX Allocation | NIVLX Holdings Change

Columbia International Value A (NIVLX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia International Value A (NIVLX) Fund

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

 

Graph of Columbia International Value A Fund (NIVLX) ManagerFund Manager - Fred Copper

Fund Manager Information

Fund Manager Tenure: 5.5 years
Fund Family: Columbia
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of Columbia International Value A Fund (NIVLX) ProfileColumbia International Value A Fund (NIVLX) Profile

Fund Profile and Description

Columbia International Value A Fund seeks long-term capital appreciation. Columbia International Value A Fund invests all or substantially all of its assets in the master portfolio. The master portfolio has the same investment objective as the fund. The master portfolio normally invests at least 65% of total assets in foreign companies with a market capitalization of more than $1 billion at the time of purchase. It typically invests in at least three countries other than the United States at any one time and may not invest more than 20% of total assets in emerging markets or developing countries. The portfolio may invest no more than 5% of total assets in a single security.

 

Columbia International Value A (NIVLX) Fund Strength What we like about Columbia International Value A (NIVLX) Fund

Data for Columbia International Value A Fund (NIVLX) as of May 30, 2016

  • Columbia International Value A Fund (NIVLX) management has been with Columbia International Value A Fund for 5.5 years
  • Columbia International Value A Fund (NIVLX) has good short-term performance (1-year return -6.35% vs -10.73% Foreign Large Value category median performance)
  • Columbia International Value A Fund (NIVLX) has good mid-term performance (3-year return 3.40% vs 0.92% Foreign Large Value category median performance)
  • Columbia International Value A Fund (NIVLX) has good Long-term performance (5-year return 2.01% vs 0.77% Foreign Large Value category median performance)
  • Columbia International Value A Fund (NIVLX) ratio of up-years vs down years is greater than 2
  • Asset base in Columbia International Value A Fund (NIVLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia International Value A Fund (NIVLX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.4, lower than category average of 13.15

Columbia International Value A Fund (NIVLX) Weakness What we are cautious about Columbia International Value A (NIVLX) Fund

Data for Columbia International Value A Fund (NIVLX) as of May 30, 2016

  • Columbia International Value A Fund (NIVLX) has a Morningstar rating of 3 and below
  • Columbia International Value A Fund (NIVLX) carries a 5.75% load
See Columbia International Value A Fund (NIVLX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia International Value A Fund (NIVLX)Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia International Value A-1.73-6.353.402.01
Domini International Social Equity A (DOMAX)2.62-4.844.984.31Compare
Brandes International Equity I (BIIEX)2.13-9.473.682.47Compare
Delaware Pooled International Equity (DPIEX)2.44-9.802.892.35Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare Columbia International Value A Fund (NIVLX)Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)000
RevenueShares ADR ETF (RTR)000
SPDR S&P International Dividend ETF (DWX)000
WisdomTree Commodity Country Equity ETF (CCXE)000
WisdomTree Intl Div ex-Fincls ETF (DOO)1.60%-11.71%0.66%

 

Graph of Columbia International Value A Fund (NIVLX) Net Asset TrackingColumbia International Value A (NIVLX) Fund Net Asset

Track net asset change of Columbia International Value A fund (NIVLX)

DateNet Asset
05/2016$182.58M
03/2016$178.06M
02/2016$164.48M
More historic net asset information on Columbia International Value A Fund (NIVLX)

  

Graph of Columbia International Value A Fund (NIVLX) Portfolio TrackingColumbia International Value A (NIVLX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia International Value A fund (NIVLX)

DateCashStockBondOther
04/20160.79%97.55%0%1.66%
02/20160.79%98.54%0%0.67%
01/20162.01%97.95%0%0.04%
Click here to see more historic asset allocation information on Columbia International Value A Fund (NIVLX)

 

graph of Columbia International Value A Fund (NIVLX) Top 10 Position TrackingTop 10 Holdings in Columbia International Value A (NIVLX) Fund

Discover what Columbia International Value A Fund (NIVLX) manager is buying

Apr 29, 2016
Royal Dutch Shell PLC B [4.82%]
BNP Paribas [2.54%]
iShares MSCI EAFE [2.52%]
Sanofi SA [2.36%]
SX5E/AXA BANQUE 25 [2.18%]
Allianz SE [2.13%]
HSBC Holdings PLC [1.94%]
ING GROEP NV CERT [1.85%]
Paysafe Group PLC [1.79%]
BHP Billiton PLC [1.62%]

Feb 28, 2016
Royal Dutch Shell PLC B [3.86%]
iShares MSCI EAFE [2.84%]
Sanofi SA [2.48%]
HSBC Holdings PLC [2.05%]
Allianz SE [2.04%]
BNP Paribas [2.01%]
SX5E/AXA BANQUE 25 [1.98%]
ING GROEP NV CERT [1.88%]
Paysafe Group PLC [1.71%]
Iberdrola SA [1.65%]

Jan 30, 2016
Royal Dutch Shell PLC B [3.63%]
iShares MSCI EAFE [3.22%]
Sanofi SA [2.5%]
HSBC Holdings PLC [2.17%]
Allianz SE [2.14%]
SX5E/AXA BANQUE 25 [2.09%]
BNP Paribas [1.96%]
BW LPG Ltd [1.82%]
Iberdrola SA [1.74%]
ING GROEP NV CERT [1.71%]
Click here for Stock Holding Change Map in Columbia International Value A Fund (NIVLX)

  

Latest News on Columbia International Value A (NIVLX) Fund

See what is happening with Columbia International Value A Fund (NIVLX)

    No recent news

 

Columbia International Value A Fund (NIVLX) Related ResourcesSee more information on Columbia International Value A (NIVLX) Fund

Popular pages on Columbia International Value A (NIVLX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update