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Columbia Greater China C NGCCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 25.89  /  0.84 %
  • Total Assets 74.9 Mil
  • Adj. Expense Ratio
    2.240%
  • Expense Ratio 2.240%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 61%

Morningstar’s Analysis NGCCX

Will NGCCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Columbia Greater China C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings NGCCX

  • Current Portfolio Date
  • Equity Holdings 55
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
14.08
11,246,961
Communication Services
8.41
6,720,298
Consumer Cyclical
5.49
4,386,314
Consumer Cyclical
5.47
4,368,314
Consumer Cyclical
5.44
4,344,515
Communication Services
3.34
2,671,525
Consumer Defensive
3.24
2,592,625
Communication Services
2.65
2,118,207
Financial Services
2.65
2,115,376
Financial Services

Columbia Short-Term Cash

2.40
1,916,889
Cash and Equivalents