+0.13
+0.88%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | NA |
| Previous Close | 14.79 |
| Category | Aggressive Allocation |
| Net Assets | 71.41 Mil |
| Yield | 1.37% |
| Morningstar Risk | NA |
| Morningstar Return | NA |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks to provide shareholders with long-term growth of capital. The fund invests in equity securities and other investments that are selected primarily for their long-term growth potential. It may also invest up to 40% of its assets in various types of fixed income and variable income securities, including up to 25% in securities rated below investment grade. The fund may invest without limit in foreign investments, including investments in emerging markets. It may invest in issuers of any size, and will generally hold a core position of between 20 and 50 securities or other investments, but this range may change from time to time. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | NA | NA | -4.63% | 21.94% | 17.76% |
| Value ($) | NA | NA | 9,537.00 | 11,629.42 | 13,694.80 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Columbia |
| Fund Manager | Munish Malhotra |
| Tenure (Years) | 1 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.12% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 9.87% |
| 3 Months | 11.93% |
| 1 Year | 31.74% |
| 3 Years* | NA |
| 5 Years* | NA |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| CCMZX | Aggressive Allocation | |
|---|---|---|
| 5-Yr Return | NA | 3.47% |
| Sharpe Ratio | NA | 0.67 |
| Net Assets | 71.41 Mil | 228.80 Mil |
| Avg Market Cap | 20.81 Bil | 23.32 Bil |
| Avg P/E | 20.28 | 14.02 |
| Portfolio Turnover | 146 | 48 |
| Symbol | Value ($) |
|---|---|
| Stocks | 89.00% |
| Cash | 1.82% |
| Fixed Income | 7.45% |
| Other | 1.72% |
| NAME | % NET ASSETS |
|---|---|
| Liberty Global, Inc. | 4.33% |
| AutoZone Inc | 4.06% |
| Lowe's Companies Inc. | 3.93% |
| Mondelez International Inc | 3.76% |
| United Rentals Inc | 2.93% |
| Google, Inc. Class A | 2.87% |
| Constellation Brands Inc. Class A | 2.62% |
| Citigroup Inc | 2.59% |
| Qualcomm, Inc. | 2.58% |
| Hologic Inc | 2.52% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
