Columbia Small Cap Core A
One Financial Center Boston MA 02111
Map
Phone: 800-422-3737
| Category: | Small Blend | | Fund Family: | Columbia | | Net Assets: | 81.74M | | Year-to-Date Return: | 28.10% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Nov-98 |
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Peter C. Larson
Lead Manager since
14-Dec-92 | | | Larson is a managing director of Columbia Management Advisors, LLC; He has been associated with Columbia Management Advisors, LLC or its predecessors since 1963. Larson has been profiled in the Wall Street Journal and Investor's Business Daily for outstanding performance. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| 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 may invest up to 20% of total assets in foreign equity securities. The fund may also invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
(10-Dec-07):
| 0.04 | | Last Cap Gain
(8-Dec-08):
| 1.15 | | Annual Holdings Turnover
| 25.00% | | Average for Category:
| 95.63% |
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| Expense | LSMAX | Category
Avg | | Total Expense Ratio: | 1.26%
| 1.40% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 952 | $614 | | 5 Yr Expense Projection*: |
$ 1,227 | $991 | | 10 Yr Expense Projection*: |
$ 2,010 | $1,998 |
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2.03% Nasdaq 
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