Columbia Small Cap Core T
(SSCEX)
+0.10
+0.56%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 17.74 |
| Category | Small Blend |
| Net Assets | 71.73 Mil |
| Yield | 0.31% |
| Morningstar Risk | Average |
| Morningstar Return | Below Average |
- Last NAV update 5/20/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in stocks of companies that have market capitalizations in the range of companies in the Russell 2000 Index at the time of purchase. It generally invests in common stocks of companies that Columbia Management Investment Advisers, LLC, the fund's investment adviser (the Investment Manager), believes are undervalued. The fund may invest up to 20% of total assets in foreign equity securities. It may invest directly in foreign securities or indirectly through depositary receipts. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 33.48% | 27.95% | -3.21% | 13.01% | 15.69% |
| Value ($) | 13,348.00 | 17,078.77 | 16,530.54 | 18,681.16 | 21,612.23 |
- Year to date performance as of 5/19/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Columbia |
| Fund Manager | Richard D'Auteuil |
| Tenure (Years) | 8 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 5.75 |
| Expense Ratio | 1.41% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 10.40% |
| 3 Months | 8.19% |
| 1 Year | 30.84% |
| 3 Years* | 15.70% |
| 5 Years* | 7.79% |
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
| SSCEX | Small Blend | |
|---|---|---|
| 5-Yr Return | 7.79% | 6.68% |
| Sharpe Ratio | 0.57 | 0.63 |
| Net Assets | 71.73 Mil | 262.40 Mil |
| Avg Market Cap | 956.75 Mil | 1.58 Bil |
| Avg P/E | 18.64 | 15.37 |
| Portfolio Turnover | 26 | 53 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.82% |
| Cash | 2.18% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Air Methods Corp. | 1.57% |
| Oriental Financial Group | 1.49% |
| Providence Service Corporation | 1.49% |
| Cash America International Inc | 1.37% |
| Tetra Technologies, Inc. | 1.17% |
| Progress Software | 1.15% |
| Analogic Corporation | 1.14% |
| Plexus Corp. | 1.10% |
| Belden, Inc. | 1.06% |
| Wabash National Corporation | 1.03% |
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