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Columbia Small/Mid Cap Value Instl (RMCIX)

11.41 Up 0.02(0.18%) Nov 26
Prev Close:11.39
YTD Return*:4.59%
Net Assets*:1.33B
Yield*:1.30%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for RMCIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AGO1.42-1.78
ZION1.38-2.60
SIVB1.376.55
CTLT1.34-12.39
BBY1.2817.70

Fund Basics

Morningstar Overall Rating:
Total Assets:1.33B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.79%

Performance & Risk

YTD Return:4.59%
5y Avg Return:16.07%
Rank in Category (ytd):78
% Rank in Category (ytd):17.53%
Beta (3y):1.09
Morningstar Risk Rating:4

Fund Summary

The investment seeks to provide shareholders with long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) 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. View More
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