• Columbia Select Global Equity Fund

Columbia

  • Global
  • Large-Cap
  • Growth

Columbia Select Global Equity Fund

RGCEX

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of companies located in developed and emerging countries.

The research team invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

This may also include companies More

Price

Last Close

$11.98 ( -0.39 )

52 Week HL

$18.78 - $11.97

Net Assets

$752 M

Expense Ratio

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 30, 2021

Company Name

  • Microsoft Corporation
  • Amazon.com
  • Alphabet-Cl A
  • Mastercard -
  • Adobe Inc

Holding

  • 7.66
  • 6.86
  • 5.73
  • 5.51
  • 4.89

Company Name

  • Intuit Inc
  • Thermo Fisher
  • Samsung Electronics
  • Hoya
  • Keyence
  • Total

Holding

  • 4.73
  • 4.08
  • 3.08
  • 2.76
  • 2.26
  • 47.56%

Manager

Name

David Dudding

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-28.2 %

3 Year

-8.28%

5 Year

28.52%

Best

31.28%
2017

Worst

-42.58%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -14.3% 1.7% -13.3% 14% 2.8% 11.7% 0.7% 1.7% -1.1% 7.3% -
Q2 -15.9% 11.2% 20.3% 6.1% 4% 8.8% 1.9% 0.2% 3.6% 0.8% -
Q3 - 0.8% 9.9% -0.2% 4.9% 3% 4.1% -7.4% -2.5% 6.4% -
Q4 - -2.5% 0.3% 5.3% -11.6% 4.9% -7.8% 6.6% 0.2% 9.5% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -9.6% -5.2% - -2.9% -13.6% - - - - - - -
2021 -1.2% 1.5% 1.5% 5.8% 1.2% 3.9% 3.1% 4.1% -6.1% 6.1% 1.5% -9.4%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
RGCEX -28%11%15%--2%31%-2%1%0%26%15%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -28%-17%-1%-4%12%-10%1%-13%-3%15%

RGCEX S&P 500

Chart +