16.06 Down -0.01 -0.06%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 16.07
Category Large Growth
Net Assets 85.79 Mil
Yield 0.00%
Morningstar Risk Average
Morningstar Return Above Average
  • Last NAV update 8/29/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks to provide shareholders with long-term growth of capital. Under normal circumstances, 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 (commonly called "high yield securities" or "junk bonds"). The fund may invest in issuers of any capitalization. It may invest without limit in foreign investments, including investments in emerging markets.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return NA -4.63% 21.94% 35.09% 4.42%
Value ($) NA NA NA NA NA
  • Year to date performance as of 8/29/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Columbia
Fund Manager Munish Malhotra
Tenure (Years) 2
Fund Status Open
Minimum Initial Purchase 2,000.00
Minimum IRA Investment 1,000.00
Front Load 0.00
Expense Ratio 1.08%
PERFORMANCE
Symbol Value ($)
1 Month 2.42%
3 Months 4.42%
1 Year 19.79%
3 Years* 20.12%
5 Years* NA
  • * Annualized returns
  • Performance as of 8/29/2014 12:00 AM ET
PEER COMPARISON
  CCMZX Large Growth
5-Yr Return NA 15.90%
Sharpe Ratio 1.46 1.61
Net Assets 85.79 Mil 743.58 Mil
Avg Market Cap 31.30 Bil 69.92 Bil
Avg P/E 23.92 22.27
Portfolio Turnover 147 71
HOLDINGS
Symbol Value ($)
Stocks 88.30%
Cash 7.22%
Fixed Income 4.49%
Other 0.00%
DATA PROVIDERS

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Financial data in US dollars | Page generated 9:53 AM ET
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