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    Columbia Small Cap Core T (SSCEX)

    17.90 Up 0.02(0.11%) May 21

    Profile as of Apr 29, 2015Get Profile for:
    Columbia Small Cap Core T
    Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
    Map
    Phone: 800-345-6611
    Fund Overview 
    Category:Small Blend
    Fund Family:Columbia
    Net Assets:905.80M
    Year-to-Date Return:0.00%
    Yield:0.06%
    Morningstar Rating:2 stars
    Fund Inception Date:Feb 12, 1993
    Morningstar Style Box 
    Small Blend
    [View Category Definition]
    View Top Small Blend Funds
    About the Morningstar Style Box
    Management Information 
    Richard G. D'Auteuil
    Lead Manager since Sep 2, 2005
    Richard G. D'Auteuil is a Lead Portfolio Manager of Columbia Management Investment Advisors, LLC. From 1993 until joining the Adviser in May 2010, Mr. D’Auteuil was associated with the Fund’s previous investment adviser or its predecessors as an investment professional. Mr. D’Auteuil began his investment career in 1986 and earned a B.A. from Bowdoin College and an M.B.A. from Carnegie Mellon University. "
    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
    SSCEX can be purchased from 74 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 3, 2014) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 19, 2015) : 19.00%
    Average for Category:51.01%
    Fees & Expenses 
    ExpenseSSCEXCategory Avg
    Annual Report Expense Ratio (net):1.40%1.23%
    Prospectus Net Expense Ratio:1.38%N/A
    Prospectus Gross Expense Ratio:1.38%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:5.75%5.21%
    Max Deferred Sales Load: N/A1.89%
    3 Yr Expense Projection*:987554
    5 Yr Expense Projection*:1,287900
    10 Yr Expense Projection*:2,1371,833
    * Per $10,000 invested