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    Columbia Marsico 21st Century R (CMTRX)

    21.64 Up 0.12(0.56%) Jul 29
    Prev Close:21.52
    YTD Return*:4.60%
    Net Assets*:979.79M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for CMTRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FB5.51N/A
    BIIB4.68N/A
    AGN.IR4.42N/A
    DIS3.61N/A
    NXPI3.55N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:979.79M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.46%

    Performance & Risk

    YTD Return:4.60%
    5y Avg Return:14.54%
    Rank in Category (ytd):39
    % Rank in Category (ytd):2.26%
    Beta (3y):0.95
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term growth of capital. Under normal circumstances, the fund invests primarily in equity securities of companies of any capitalization. It typically holds a core position of between 35 and 60 common stocks that are believed to have potential for long-term growth. The fund may invest without limit in foreign securities, including in emerging market securities. It may from time to time emphasize one or more economic sectors in selecting its investments, including the consumer discretionary sector, the health care sector and the information technology sector. View More
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