Columbia Small Cap Growth I Y
(CSGYX)
32.48
+0.38
+1.18%
+0.38
+1.18%
MORE ON CSGYX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 32.10 |
| Category | Small Growth |
| Net Assets | 14.12 Mil |
| Yield | 0.00% |
| Morningstar Risk | Above Average |
| Morningstar Return | Average |
- Last NAV update 6/18/2013 11:48 PM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities of companies that have market capitalizations in the range of companies in the S&P SmallCap 600® Index. It invests primarily in common stocks of companies that the Advisor believes have the potential for long-term, above-average earnings growth. The fund may also invest up to 20% of net assets in stocks of companies that have market capitalizations outside the range of the S&P SmallCap 600® Index. It may also invest up to 20% of total assets in foreign securities. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 37.74% | 31.42% | -5.00% | 12.42% | 17.81% |
| Value ($) | 13,773.58 | 18,101.77 | 17,197.51 | 19,333.71 | 22,776.89 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Columbia |
| Fund Manager | George Myers |
| Tenure (Years) | 7 |
| Fund Status | Closed |
| Minimum Initial Purchase | 500,000.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.88% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -0.15% |
| 3 Months | 5.76% |
| 1 Year | 27.66% |
| 3 Years* | 14.93% |
| 5 Years* | NA |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| CSGYX | Small Growth | |
|---|---|---|
| 5-Yr Return | NA | 7.63% |
| Sharpe Ratio | 0.78 | 2.46 |
| Net Assets | 14.12 Mil | 234.18 Mil |
| Avg Market Cap | 1.83 Bil | 2.16 Bil |
| Avg P/E | 19.65 | 22.55 |
| Portfolio Turnover | 113 | 62 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.90% |
| Cash | 0.10% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Domino's Pizza, Inc. | 2.07% |
| CommVault Systems, Inc. | 1.79% |
| Aspen Technology, Inc. | 1.68% |
| Pier 1 Imports, Inc. | 1.66% |
| Align Technology, Inc. | 1.62% |
| HMS Holdings Corporation | 1.59% |
| OSI Systems, Inc. | 1.56% |
| Eagle Materials, Inc. | 1.47% |
| Brookdale Senior Living, Inc. | 1.44% |
| Cogent Communications Group, Inc. | 1.36% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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