Columbia European Equity Fund
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The Invesco European Growth Fund’s Top Sectors Fired in 2015
The Invesco European Growth Fund – Class A (AEDAX) fell 1.1% in December 2015 from the previous month.
Is It Worth Remaining Invested in the Columbia European Equity Fund?
There has barely been anything positive about AXEAX so far in 2016. The fund has a high portfolio turnover rate and has seen its top-invested sectors contribute negatively.
Looking at the Portfolio of the Columbia European Equity Fund
The Columbia European Equity Fund (AXEAX) invested in 56 holdings in September 2016, and it was managing $449 million in assets.
Should You Remain Invested in the Columbia European Equity Fund?
The Columbia European Equity Fund Class A (AXEAX) has fallen 6.6% year-to-date, emerging as a below-average performer in the group of 12 funds under review.
Sector Composition of the Columbia European Equity Fund
The Columbia European Equity Fund Class A (AXEAX) invests in “equity securities of European companies that are believed to offer growth potential.”
Financials Hurt AXEAX in 1Q16
The Columbia European Equity Fund – Class A (AXEAX) fell 3.7% in 1Q16, making it a below-average performer among the 12 funds in this review.
Sector Composition Changes in AXEAX until 1Q16
AXEAX was invested across 69 holdings as of March 2016, seven more than a quarter ago. It was managing assets worth $515.6 million as of March.
Why Quantitative Metrics Don’t Favor AXEAX
From a purely NAV (net asset value) return standpoint, AXEAX was an above-average performer for the one-year period until March 15, 2016. It was placed fifth for the period among its peer group.
AXEAX: What Should We Be Concerned about in 2016?
Among its peer group, the Columbia European Equity Fund (AXEAX) is a comparatively smaller fund.
Volkswagen Drove the Columbia European Equity Fund off Road in 2015
The Columbia European Equity Fund – Class A (AXEAX) fell 1.5% in December 2015 from the previous month.
Volkswagen and Barclays Take a Toll on AXEAX Year-to-Date in 2015
Detractors such as Barclays and Volkswagen, among others, were the main reason AXEAX returned a below-average performance for YTD November 2015.
AXEAX’s Portfolio Holdings through November 2015
AXEAX was invested across 63 holdings as of November 2015, and it was managing assets worth $558.6 million.
Why Was the Columbia European Equity Fund Below Average?
The Columbia European Equity Fund – Class A rose 5.1% in October 2015 from a month ago. It fell 3.7% in the six-month period ended October 30, 2015.
The Invesco European Growth Fund in October 2015
The Invesco European Growth Fund Class A rose 4.7% in October 2015 from a month ago. It fell 3.6% in the three-month period ended October 30, 2015.
How the Columbia European Equity Fund Fared until October
As of the September portfolio of the Columbia European Equity Fund, the top ten equity holdings included Novartis, Roche Holding, and Prudential Financial.
How Materials Hurt the Europe-Focused AXEAX in September
The Columbia European Equity Fund Class A (AXEAX) fell by 3.8% in September 2015 from the previous month. AXEAX’s exposure to financials cost the fund.
The Columbia European Equity Fund Class A (AXEAX): Historical Overview
The Columbia European Equity Fund seeks capital appreciation by investing in “equity securities of European companies that…offer growth potential.”
How an Economic Cycle Can Impact Mutual Funds
All that goes up must come down. And this applies to economic cycles as well. No boom lasts forever, and all economies experience a slowdown.
