Columbia Small Cap Core B (LSMBX)
15.70
0.20(1.26%) Jun 19
| Prev Close: | 15.70 |
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| YTD Return*: | 6.49% |
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| Net Assets*: | 1.10B |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.1B |
| Category: | Small Blend |
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| Annual Report Expense Ratio (net): | 2.11% |
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Performance & Risk
| YTD Return: | 6.49% |
| 5y Avg Return: | 6.63% |
| Rank in Category (ytd): | 85 |
| % Rank in Category (ytd): | 12.11% |
| Beta (3y): | 1.25 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of net assets in stocks of companies that have market capitalizations in the range of companies in the Russell 2000 Index at the time of purchase. It generally invests in common stocks of companies that Columbia Management Investment Advisers, LLC, the fund's investment adviser (the Investment Manager), believes are undervalued. The fund may invest up to 20% of total assets in foreign equity securities. It may invest directly in foreign securities or indirectly through depositary receipts.
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