Columbia International Div Inc Adv (CGOLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Columbia International Div Inc Adv
Boston MA 02111
One Financial Center
Columbia Funds Series Trust I
Management information
,Lead manager since 31 December 2017
Georgina Hellyer joined Threadneedle in 2011 as an analyst on the global emerging market equities team and has specific responsibility for stock analysis and idea generation in the materials and energy sectors. In 2013, Georgina became a portfolio manager and is currently deputy portfolio manager on a number of Emerging Markets portfolios.
Before joining Threadneedle, Georgina worked at Aviva Investors, starting as a graduate trainee before moving to an analyst role covering the materials and energy sectors on the company’s GEM and Asian equities team.
Georgina has a degree in Philosophy, Politics & Economics from St Edmund Hall, University of Oxford and also holds the Chartered Financial Analyst designation."
Morningstar style box
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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
CategoryForeign Large Value
Fund familyColumbia Threadneedle
Net assets568.92M
YTD return6.95%
Yield2.35%
Morningstar rating★★★★
Inception date7 Jan 2014
Fund operations
Last dividend0.09
Last cap gain6.00
Holdings turnover31.00%
Average for categoryN/A
Fees and expenses
ExpenseCGOLXCategory average
Annual report expense ratio (net)0.79%1.03%
Prospectus net expense ratio0.79%N/A
Prospectus gross expense ratio0.86%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.23%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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