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    Columbia Small/Mid Cap Value A (AMVAX)

    10.89 Up 0.26(2.45%) Dec 17
    Prev Close:10.63
    YTD Return*:5.24%
    Net Assets*:1.26B
    Yield*:0.94%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for AMVAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AGO1.398.18
    CTLT1.32-7.58
    SIVB1.314.50
    ZION1.31-0.49
    SJI1.307.19

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.26B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:5.24%
    5y Avg Return:14.64%
    Rank in Category (ytd):86
    % Rank in Category (ytd):18.98%
    Beta (3y):1.08
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to provide shareholders with long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small- and medium-sized companies. These equity securities generally include common stocks and may also include real estate investment trusts. Small- and medium-sized companies are those whose market capitalizations at the time of purchase fall within the market capitalization range of the Russell 2500 Value Index. View More
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