Columbia Greater China Fund Quote
| CGCYX Fund | USD 36.88 0.39 1.05% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Columbia Greater is trading at 36.88 as of the 22nd of November 2024; that is 1.05% down since the beginning of the trading day. The fund's open price was 37.27. Columbia Greater has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Columbia Greater China are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its 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 Peoples Republic of China, Taiwan and certain other countries. More on Columbia Greater China
Moving together with Columbia Mutual Fund
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Growth Funds, China Region Funds, China Region, Columbia (View all Sectors) |
| Update Date | 30th of September 2024 |
Columbia Greater China [CGCYX] is traded in USA and was established 22nd of November 2024. Columbia Greater is listed under Columbia category by Fama And French industry classification. The fund is listed under China Region category and is part of Columbia family. This fund currently has accumulated 127.83 M in assets under management (AUM) with no minimum investment requirementsColumbia Greater China is currently producing year-to-date (YTD) return of 10.04% with the current yeild of 0.01%, while the total return for the last 3 years was -17.08%.
Check Columbia Greater Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Greater China Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Greater China Mutual Fund Constituents
| CICHF | China Construction Bank | Pink Sheet | Banks—Diversified | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BACHF | Bank of China | Pink Sheet | Banks—Diversified | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| EDU | New Oriental Education | Stock | Consumer Discretionary | |
| IDCBF | Industrial and Commercial | Pink Sheet | Banks—Diversified | |
| JD | JD Inc Adr | Stock | Consumer Discretionary | |
| NTES | NetEase | Stock | Communication Services |
Columbia Greater China Risk Profiles
| Mean Deviation | 1.61 | |||
| Semi Deviation | 2.06 | |||
| Standard Deviation | 2.39 | |||
| Variance | 5.73 |
Columbia Greater Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Greater financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Greater security.
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