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    Columbia Disciplined Small Core A (LSMAX)

    10.61 Down 0.44(3.98%) Jun 24

    Profile as of May 30, 2016Get Profile for:
    Columbia Disciplined Small Core A
    Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
    Phone: 800-345-6611
    Fund Overview 
    Category:Small Blend
    Fund Family:Columbia
    Net Assets:293.72M
    Year-to-Date Return:-2.32%
    Morningstar Rating:2 stars
    Fund Inception Date:Nov 2, 1998
    Morningstar Style Box 
    Small Blend
    [View Category Definition]
    View Top Small Blend Funds
    About the Morningstar Style Box
    Management Information 
    Brian M. Condon
    Lead Manager since Jan 19, 2016
    Brian Condon is the director of systematic research and senior portfolio manager for Columbia Management. The Systematic Research Group is responsible for developing and implementing quantitative stock selection models, portfolio risk budgeting and analysis, portfolio optimization and performance attribution. Prior to his current position, Mr. Condon was a senior quantitative analyst on the structured equity and value teams. Mr. Condon joined Columbia Management in 1999 and has been a member of the investment community since 1993. Prior to joining Columbia Management, Mr. Condon worked as a quantitative research analyst at INVESCO Management & Research. Mr. Condon earned a B.A. from Bryant College and an M.S. in finance from Bentley College. He is a member of the Boston Security Analysts Society and the CFA Institute. In addition, he holds the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:100
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    LSMAX can be purchased from 125 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in stocks of companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 2000 Index (the index). It generally invests in common stocks of companies believed to be undervalued. The fund may from time to time emphasize one or more economic sectors in selecting its investments, including the industrials sector and the information technology sector. It may invest up to 20% of its total assets in foreign securities.

    Fund Operations 
    Last Dividend (Dec 2, 2015) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 22, 2016) : 23.00%
    Average for Category:52.13%
    Fees & Expenses 
    ExpenseLSMAXCategory Avg
    Annual Report Expense Ratio (net):1.36%1.22%
    Prospectus Net Expense Ratio:1.38%N/A
    Prospectus Gross Expense Ratio:1.38%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.75%5.27%
    Max Deferred Sales Load: N/A1.80%
    3 Yr Expense Projection*:987594
    5 Yr Expense Projection*:1,287862
    10 Yr Expense Projection*:2,1371,774
    * Per $10,000 invested