Nasdaq - Delayed Quote • USD
Columbia Small Cap Value II R (CCTRX)
As of 8:05 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- H Beck Inc.
Fund Summary
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 companies that have market capitalizations in the range of the companies in the Russell 2000® Value Index at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities, including depositary receipts. The fund normally invests in common stocks and also may invest in real estate investment trusts.
Fund Overview
| Category | Small Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 1.24B |
| YTD Return | 4.60% |
| Yield | 1.07% |
| Morningstar Rating | |
| Inception Date | May 01, 2002 |
Performance & Risk
| YTD Return | 0.76% |
| 5y Average Return | 7.95% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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