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Columbia Small Cap Value Fund II R (CCTRX)

18.03 Up 0.04(0.22%) Aug 19
Prev Close:17.99
YTD Return*:-1.25%
Net Assets*:1.75B
Yield*:0.04%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for CCTRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TOWR1.2455.14
DLX1.236.53
CSTM1.1724.45
ATHL1.1646.45
NP1.1417.70

Fund Basics

Morningstar Overall Rating:
Total Assets:1.75B
Category:Small Value
Annual Report Expense Ratio (net):1.54%

Performance & Risk

YTD Return:-1.25%
5y Avg Return:16.79%
Rank in Category (ytd):56
% Rank in Category (ytd):14.43%
Beta (3y):1.32
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities, including depositary receipts. The fund normally invests in common stocks and also may invest in real estate investment trusts. View More
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