Columbia Greater China Fund Quote
| NGCAX Fund | USD 33.14 0.71 2.19% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Columbia Greater is trading at 33.14 as of the 24th of November 2024; that is 2.19% up since the beginning of the trading day. The fund's open price was 32.43. Columbia Greater has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a 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 5th of December 2022 and ending today, the 24th 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
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Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Growth Funds, China Region Funds, China Region, Columbia Threadneedle (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Columbia Greater China [NGCAX] is traded in USA and was established 24th of November 2024. Columbia Greater is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under China Region category and is part of Columbia Threadneedle family. This fund now has accumulated 90.05 M in assets with no minimum investment requirementsColumbia Greater China is currently producing year-to-date (YTD) return of 9.66% with the current yeild of 0.0%, while the total return for the last 3 years was -17.41%.
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
| CHJTF | CSPC Pharmaceutical Group | Pink Sheet | Drug Manufacturers—General | |
| IDCBF | Industrial and Commercial | Pink Sheet | Banks—Diversified | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BACHF | Bank of China | Pink Sheet | Banks—Diversified | |
| CICHF | China Construction Bank | Pink Sheet | Banks—Diversified | |
| EDU | New Oriental Education | Stock | Consumer Discretionary | |
| JD | JD Inc Adr | Stock | Consumer Discretionary |
Columbia Greater China Risk Profiles
| Mean Deviation | 1.61 | |||
| Semi Deviation | 2.05 | |||
| Standard Deviation | 2.39 | |||
| Variance | 5.72 |
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.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |