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Morningstar

Columbia Greater China A NGCAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 41.73  /  1.04 %
  • Total Assets 116.2 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.490%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis NGCAX

Will NGCAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NGCAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NGCAX 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 NGCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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