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 Dow Up 0.36% Nasdaq Up 0.71%

Columbia Small/Mid Cap Value Instl (RMCIX)

11.22 Up 0.06(0.54%) Jul 22
Prev Close:11.16
YTD Return*:6.93%
Net Assets*:1.51B
Yield*:1.27%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for RMCIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAL1.3773.70
SWKS1.3367.51
DAL1.2947.18
AGO1.251.23
UAL1.2511.71

Fund Basics

Morningstar Overall Rating:
Total Assets:1.51B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.78%

Performance & Risk

YTD Return:6.93%
5y Avg Return:20.46%
Rank in Category (ytd):74
% Rank in Category (ytd):16.97%
Beta (3y):1.19
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets 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. The fund may also invest up to 20% of its net assets in equity securities of companies that have market capitalizations outside the range of the index. View More
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