Columbia Greater China Inst3 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Columbia Greater China Fund Institutional 3 Class CGCYX
- NAV / 1-Day Return 41.76 / −0.90 %
- Total Assets 42.6M
-
Adj. Expense Ratio
1.110%
- Expense Ratio 1.080%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Greater China Region
- Investment Style Large Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 2.12%
- Turnover 48%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CGCYX
Will CGCYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CGCYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CGCYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Tencent Holdings Ltd | 12.66 | 6M | Communication Services |
Alibaba Group Holding Ltd Ordinary Shares | 12.30 | 5M | Consumer Cyclical |
China Construction Bank Corp Class H | 6.10 | 3M | Financial Services |
Contemporary Amperex Technology Co Ltd Class A | 5.12 | 2M | Industrials |
Ping An Insurance (Group) Co. of China Ltd Class H | 3.85 | 2M | Financial Services |
Taiwan Semiconductor Manufacturing Co Ltd | 3.69 | 2M | Technology |
PDD Holdings Inc ADR | 2.72 | 1M | Consumer Cyclical |
Unimicron Technology Corp | 2.63 | 1M | Technology |
NetEase Inc Ordinary Shares | 2.62 | 1M | Communication Services |
Zijin Mining Group Co Ltd Class H | 2.45 | 1M | Basic Materials |
United States