Columbia Select Small Cap Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Small Growth | | Fund Family: | Columbia | | Net Assets: | 524.07M | | Year-to-Date Return: | 25.57% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-92 |
|
Douglas H. Pyle
Lead Manager since
31-Dec-01 | | | Pyle is a managing director of US Trust, his employer since 1999. Prior to this Pyle served as chief investment officer of Radnor Capital Management. |
| 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 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities of companies that have market capitalizations in the range of companies in the Russell 2000 index at the time of purchase (between $1 million and $2.3 billion as of June 30, 2009). It invests in equity securities, including common stocks and convertible securities, of companies that the Advisor believes are attractively valued and have the potential for long-term growth. The fund may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
(18-Dec-01):
| 0.00 | | Last Cap Gain
(26-Jun-08):
| 0.48 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 120.37% |
|
| Expense | UMLCX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 350 | $675 | | 5 Yr Expense Projection*: |
$ 606 | $1,071 | | 10 Yr Expense Projection*: |
$ 1,340 | $2,161 |
|
|
0.17% Nasdaq 0.00%
0.05 (0.39%) 
Profile
