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Will the Euro See Inflation with the Fed’s Rate Hikes?
Slower business activity, job growth, and the UK’s Brexit referendum have led central banks in the Europe to continue the quantitative easing strategies.
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.
A Forgettable 2016 for ARTIX
ARTIX has had a forgettable 2016 so far. As of August, it was the second-worst performer in 2016 among the funds under review.
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.”
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.
OIGAX: What Factors Have Supported Its Strong Performance?
The Oppenheimer International Growth Fund – Class A (OIGAX) has been in existence since March 1996.
Why Vodafone’s Service Revenue in Turkey Saw a Sharp Rise
During fiscal 3Q16, the growth trend in Vodafone Turkey’s mobile subscribers continued.
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.
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.
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.
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.”
Chinese Economic Report Pressures the UK Market on September 14
September 14 was a gloomy day for the UK stock market as well, as the iShares MSCI United Kingdom ETF (EWU) fell by 1.12%.
Financial and Consumer Staples Sectors Performed Well
Among the component sectors of the iShares MSCI United Kingdom ETF (EWU), the financial sector and the consumer staples sector performed well in the UK market on September 2.
