Columbia Contrarian Europe Fund Institutional 3 Class (CEEUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Columbia Contrarian Europe Fund Institutional 3 Class
Columbia Funds Series Trust II
225 FRANKLIN STREET
BOSTON MA 02110
800-345-6611
Management information
Anne Steele,Lead manager since 30 June 2014
Ann Steele joined the company in 2009 as a senior portfolio manager in the European equities team. Ann manages the Threadneedle (Lux) Pan European Equities Fund and various segregated mandates. Ann has been actively involved in the development of enhanced ESG analytics. She manages specialist Responsible Investment solutions for large institutional clients to enhance portfolio returns. Before joining the company, Ann worked at Pictet Asset Management, Gartmore and Henderson where she managed a number of institutional funds. Ann holds a degree from the University of Glasgow.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryEurope Stock
Fund familyColumbia
Net assets242.81M
YTD return-11.20%
Yield2.71%
Morningstar rating★★★
Inception date29 Feb 2016
Fund operations
Last dividend0.02
Last cap gain0.00
Holdings turnover62.00%
Average for categoryN/A
Fees and expenses
ExpenseCEEUXCategory average
Annual report expense ratio (net)0.96%1.04%
Prospectus net expense ratio0.96%N/A
Prospectus gross expense ratio0.98%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.00%
3-yr expense projection310N/A
5-yr expense projection540N/A
10-yr expense projection1,200N/A
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