Columbia Small Cap Value I Z
One Financial Center Boston MA 02111
Map
Phone: 800-422-3737
| Category: | Small Value | | Fund Family: | Columbia | | Net Assets: | 541.33M | | Year-to-Date Return: | 16.23% | | Yield: | 0.16% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-95 |
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Stephen D. Barbaro
Lead Manager since
25-Jun-02 | | | Barbaro is Managing Director and lead portfolio manager for Columbia Management. He joined Fleet Investment Advisors in 1976 and has been a member of the investment community since 1971. was a senior investment analyst at Connecticut Mutual Life and a security analyst at Thomson & McKinnon. he holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in common stocks issued by domestic companies with market capitalizations equal to or less than the largest stock in the Russell 2000 Value Index at the time of purchase (between $2 million and $3.1 billion as of Sep 30, 2009). It uses quantitative sampling techniques to select a stock portfolio that it believes to be representative of the small-stock universe. |
| Last Dividend
(7-Dec-09):
| 0.22 | | Last Cap Gain
(8-Dec-08):
| 1.93 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 86.18% |
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| Expense | CSCZX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
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