LSMAX - Columbia Disciplined Small Core A

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Columbia Disciplined Small Core A

Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
Management Information
Peter Albanese,Lead Manager since January 26, 2017
Mr. Albanese joined the Investment Manager in August 2014. Prior to joining the Investment Manager, Mr. Albanese was a Managing Director and Senior Portfolio Manager at Robeco Investment Management. Mr. Albanese began his investment career in 1991 and earned a B.S. from Stony Brook University and an M.B.A. from the Stern School of Business at New York University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Blend
Fund FamilyColumbia
Net Assets217.26M
YTD Return3.25%
Morningstar Rating★★
Inception DateNov 1, 1998

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover112.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLSMAXCategory Average
Annual Report Expense Ratio (net)1.38%1.18%
Prospectus Net Expense Ratio1.39%N/A
Prospectus Gross Expense Ratio1.41%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.15%
Max Deferred Sales LoadN/A1.60%
3 Yr Expense Projection994N/A
5 Yr Expense Projection1,300N/A
10 Yr Expense Projection2,167N/A