25.34 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 25.34
Category Mid-Cap Growth
Net Assets 308.14 Mil
Yield 0.22%
Morningstar Risk High
Morningstar Return Below Average
  • Last NAV update 4/17/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term capital growth. Under normal circumstances, the fund invests a majority of its net assets in the common stock of companies with market capitalizations under $20 billion at the time of investment. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Colombia).
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 22.49% -16.65% 16.87% 33.77% -0.90%
Value ($) 12,249.01 10,209.84 11,932.03 15,961.03 15,817.46
  • Year to date performance as of 4/17/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Columbia
Fund Manager Robert Chalupnik
Tenure (Years) 3
Fund Status Open
Minimum Initial Purchase 2,000.00
Minimum IRA Investment 1,000.00
Front Load 5.75
Expense Ratio 1.31%
PERFORMANCE
Symbol Value ($)
1 Month -0.90%
3 Months -0.47%
1 Year 24.98%
3 Years* 8.29%
5 Years* 18.42%
  • * Annualized returns
  • Performance as of 4/17/2014 12:00 AM ET
PEER COMPARISON
  LTFAX Mid-Cap Growth
5-Yr Return 18.42% 19.29%
Sharpe Ratio 0.57 1.93
Net Assets 308.14 Mil 427.77 Mil
Avg Market Cap 5.28 Bil 8.43 Bil
Avg P/E 19.41 26.15
Portfolio Turnover 20 77
HOLDINGS
Symbol Value ($)
Stocks 99.15%
Cash 0.00%
Fixed Income 0.00%
Other 0.85%
DATA PROVIDERS

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Financial data in US dollars | Page generated 12:18 PM ET
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