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  • Fund Type: Open-End Fund
  • Objective: Global Equity
  • Asset Class: Equity
  • Geographic Focus: Global

Columbia Funds Series Trust - Columbia Marsico Global Fund

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COGAX:US

12.14 USD 0.04 0.33%

As of 09:29:30 ET on 05/17/2013.

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Snapshot for Columbia Funds Series Trust - Columbia Marsico Global Fund (COGAX)

Year To Date: +17.64% 3-Month: +11.17% 3-Year: +16.48% 52-Week Range: 9.30 - 12.21
1-Month: +8.30% 1-Year: +27.66% 5-Year: +3.65% Beta vs MXWD: 1.02

Mutual Fund Chart for COGAX

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  • COGAX:US 12.14
  • 1M
  • 1Y
Interactive COGAX Chart

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Fund Profile & Information for COGAX

Columbia Marsico Global Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Fund invests at least 40% of net assets in the securities of companies organized or located outside the U.S. or doing business outside the U.S. The Fund may invest in companies of any size throughout the world that are selected for their longterm growth potential.

Inception Date: 04-30-2008 Telephone: 1-800-345-6611
Managers: THOMAS F MARSICO / JAMES G GENDELMAN
Web Site: www.columbiafunds.com

Fundamentals for COGAX

NAV (on 2013-05-17) 12.14
Assets (M) (on 2013-05-17) 24.00
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 0.00

Dividends for COGAX

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) -

Fees & Expenses for COGAX

Front Load 5.75
Back Load 1.00
Current Mgmt Fee 0.87
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 1.57

Top Fund Holdings for COGAX

Filing Date: 02/28/2013
Name Position Value % of Total
Roche Holding AG 3,888 889,606 4.660%
Rolls-Royce Holdings PLC 48,583 755,769 3.959%
eBay Inc 12,983 709,910 3.718%
Google Inc 823 659,388 3.454%
Biogen Idec Inc 3,647 606,642 3.178%
Home Depot Inc/The 7,911 541,904 2.838%
Gilead Sciences Inc 12,466 532,423 2.789%
Wells Fargo & Co 15,101 529,743 2.775%
Kabel Deutschland Holding AG 6,112 529,175 2.772%
Citigroup Inc 12,453 522,652 2.738%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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