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Columbia Small Cap Core R5 (CLLRX)

20.07 Up 0.01(0.05%) Sep 17
Prev Close:20.07
YTD Return*:0.15%
Net Assets*:1.19B
Yield*:0.27%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for CLLRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PRSC1.7979.59
JW.A1.5410.43
OFG1.45-7.73
AIRM1.442.27
BDC1.304.51

Fund Basics

Morningstar Overall Rating:
Total Assets:1.19B
Category:Small Blend
Annual Report Expense Ratio (net):0.94%

Performance & Risk

YTD Return:0.15%
5y Avg Return:16.29%
Rank in Category (ytd):82
% Rank in Category (ytd):11.1%
Beta (3y):1.26
Morningstar Risk Rating:3

Fund Summary

The investment seeks 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 stocks of companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 2000 Index (the index). It generally invests in common stocks of companies believed to be undervalued. The fund may from time to time emphasize one or more economic sectors in selecting its investments, including the industrials sector. It may invest up to 20% of its total assets in foreign securities. View More
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