Columbia Select Smaller-Cap Value B
Columbia Funds Series Trust II
Map
Phone: 800-345-6611
| Category: | Small Blend | | Fund Family: | Columbia | | Net Assets: | 383.55M | | Year-to-Date Return: | 8.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Apr 24, 1997 |
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Richard S. Rosen
Lead Manager since Apr 24, 1997 | | | Richard S. Rosen is a member of the Seligman Value Team and co-manages Seligman Large-Cap Value and Seligman Small-Cap Value. Mr. Rosen has more than 17 years of investment experience.
Prior to joining Seligman in January of 1997, Mr. Rosen was a Senior Portfolio Manager at Bear Stearns Asset Management (BSAM), and a Managing Director at Bear, Stearns & Co. Inc. Prior to joining BSAM in 1982, Mr. Rosen earned his B.A. in Economics from Brandeis University, and his M.B.A. in Finance from New York University Graduate School of Business. He is a member of the New York Society of Security Analysts and the Financial Analysts Federation. |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 1,000 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks to provide shareholders with 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 the common stock of "value" companies with smaller market capitalizations ($3 billion or less) at the time of purchase by the fund. It may invest up to 25% of its net assets in foreign investments. The fund can invest in any economic sector and, at times, it may emphasize one or more particular sectors. |
| Last Dividend
(Dec 19, 2010)
:
| 0.00 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 3.00% | | Average for Category: | 52.87% |
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| Expense | SSCBX | Category Avg |
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| Annual Report Expense Ratio (net): | 2.16% | 1.32% | | Prospectus Net Expense Ratio: | 2.15% | N/A | | Prospectus Gross Expense Ratio: | 2.30% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.31% | | Max Deferred Sales Load:
| 5.00% | 2.26% | | 3 Yr Expense Projection*: | 1,004 | 611 | | 5 Yr Expense Projection*: | 1,418 | 994 | | 10 Yr Expense Projection*: | 2,440 | 1,971 |
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0.03(0.19%) May 23