Columbia Greater China Inst (LNGZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Columbia Greater China Inst
Boston MA 02111
One Financial Center
Columbia Funds Series Trust I
Management information
Dara J. White,Lead manager since 28 January 2019
Dara White is global head of emerging market equities at Columbia Threadneedle Investments. He has acted as lead portfolio manager of emerging market equities since 2008. Mr. White joined one of the Columbia Threadneedle Investments legacy firms in 2006 as co-manager with the strategic investor team. Previously, Mr. White was a portfolio manager and analyst with RCM Global investors. He has been a member of the investment community since 1998. Mr. White received a B.S. in finance and marketing from Boston College. He is a member of the CFA institute and the Security Analysts of San Francisco.
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
CategoryChina Region
Fund familyColumbia Threadneedle
Net assets58.43M
YTD return5.75%
Yield0.63%
Morningstar rating★★
Inception date18 Mar 2013
Fund operations
Last dividend0.22
Last cap gain-11.00
Holdings turnover61.00%
Average for categoryN/A
Fees and expenses
ExpenseLNGZXCategory average
Annual report expense ratio (net)1.24%1.14%
Prospectus net expense ratio1.24%N/A
Prospectus gross expense ratio1.34%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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