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Columbia Disciplined Small Core Fund Class A (LSMAX)
At close: July 10 at 8:01 PM EDT
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4.1900 - YTD Return -17.32%
- Expense Ratio 1.33%
- Category Small Blend
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating --
- Net Assets 70.11M
- Beta (5Y Monthly) 1.36
- Yield 0.87%
- 5y Average Return --
- Holdings Turnover 87.00%
- Last Dividend 0.04
- Inception Date Nov 2, 1998
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in stocks of companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 2000® Index. It generally invests in common stocks of companies believed to be undervalued. The fund may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector. It may invest up to 20% of its total assets in foreign securities.
Columbia
Fund Family
Small Blend
Fund Category
70.11M
Net Assets
1998-11-02
Inception Date
Performance Overview: LSMAX
Trailing returns as of 6/30/2020. Category is Small Blend.
Holdings: LSMAX
Top 10 Holdings (9.42% of Total Assets)
Sector Weightings
SectorLSMAX
Healthcare 22.58%
Industrials 16.79%
Technology 14.92%
Financial Services 14.85%
Consumer Cyclical 8.79%
Real Estate 6.57%
Consumer Defensive 3.95%
Utilities 3.86%
Basic Materials 3.62%
Energy 2.27%
Communication Services 1.81%
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