CGUAX Rating, Research - Columbia World Equity A

Columbia World Equity A (cguax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 62

Threats + Weaknesses = 51

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cguax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia World Equity A (CGUAX) Description: CGUAX is a mutual fund, which is an investment that owns a basket of assets. The CGUAX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the small fund size classification. CGUAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. CGUAXs expense ratio is roughly 1%. The latest CGUAXs front end load was 6% and the back end load was 0%. The Columbia World Equity A (CGUAX) mutual fund falls under the world stock category. CGUAX focuses its investments in EU and USA and CGUAX is not affiliated with a particular industry or fund sector. The Columbia World Equity A (CGUAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CGUAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CGUAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests in equity securities (see equity research) of companies that are both undervalued and undergoing change and, to a lesser extent, securities of companies involved in merger/arbitrage situations and securities of companies that are deemed to be distressed. It generally invests in mid- and large-capitalization companies with market capitalization values greater than $1.5 billion.

Management Analysis Update

Performance Analysis Update