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  • uploads///Portfolio Breakdown of the VEUAX
    Macroeconomic Analysis

    Analyzing JPMorgan Intrepid European Fund’s Allocation in 2015

    The JPMorgan Intrepid European Fund’s assets were spread across 79 holdings as of December 2015.

    By David Ashworth
  • Company & Industry Overviews

    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.

    By David Ashworth
  • uploads///Portfolio Breakdown of the AXEAX
    Fund Managers

    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.

    By David Ashworth
  • Company & Industry Overviews

    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.

    By David Ashworth
  • uploads///Portfolio Breakdown of the AXEAX
    Fund Managers

    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.”

    By David Ashworth
  • uploads///Portfolio Breakdown of the AXEAX
    Fund Managers

    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.

    By David Ashworth
  • Company & Industry Overviews

    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.

    By David Ashworth
  • Company & Industry Overviews

    AXEAX: What Should We Be Concerned about in 2016?

    Among its peer group, the Columbia European Equity Fund (AXEAX) is a comparatively smaller fund.

    By David Ashworth
  • Company & Industry Overviews

    OIGAX: What Factors Have Supported Its Strong Performance?

    The Oppenheimer International Growth Fund – Class A (OIGAX) has been in existence since March 1996.

    By David Ashworth
  • uploads///Portfolio Breakdown of the AXEAX
    Macroeconomic Analysis

    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.

    By David Ashworth
  • uploads///Portfolio Break down of the AXEAX
    Macroeconomic Analysis

    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.

    By David Ashworth
  • uploads///Portfolio Break down of the AXEAX
    Macroeconomic Analysis

    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.”

    By David Ashworth
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