4 / 5 Stars
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 28 China Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 13.88 percent over the past year, 2.13 percent over the past three years, 16.85 percent over the past five years, and 11.14 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.9%|
|3 Years (Annualized)||2.1%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||11.1%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, The People's Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Columbia Greater China Fund has an expense ratio of 1.49 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.