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    Columbia Multi-Advisor Sm Cp Val I (CAVIX)

    7.48 Down 0.04(0.53%) May 29
    Prev Close:7.52
    YTD Return*:1.10%
    Net Assets*:367.89M
    Yield*:0.23%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for CAVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SANM2.25-9.14
    AER1.9126.69
    RFP1.33-12.55
    MRH1.287.79
    AXL1.238.06

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:367.89M
    Category:Small Value
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:1.10%
    5y Avg Return:11.09%
    Rank in Category (ytd):56
    % Rank in Category (ytd):12.42%
    Beta (3y):1.14
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide shareholders with long-term capital appreciation. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in small cap companies. For these purposes, small cap companies are those that have a market capitalization, at the time of investment, of up to $2.5 billion or that fall within the range of the Russell 2000 Value Index. The fund may invest up to 25% of its net assets in foreign investments. Subject to oversight by the investment manager, multiple subadvisers provide the day-to-day management of portions of the fund's portfolio. View More
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