Nasdaq - Delayed Quote • USD
Columbia Disciplined Small Core Fund Class A (LSMAX)
At close: July 10 at 8:01 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.81% |
| Worst 1Y Total Return | -33.16% |
| Number of Years Up | 14 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 13.17% |
| 5y Average Return | 2.27% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.36 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LSMAX | Category Average | LSMAX | Category Average | LSMAX | Category Average | |
| Alpha | -16.77 | -0.09 | -13.62 | -0.06 | -10.11 | -0.06 |
| BETA | 1.36 | 0.01 | 1.3 | 0.01 | 1.28 | 0.01 |
| Mean Annual Return | -0.13 | 0.01 | 0.07 | 0.01 | 0.64 | 0.01 |
| R-squared | 87.69 | 0.83 | 81.41 | 0.77 | 80.01 | 0.78 |
| Standard Deviation | 24.62 | 0.26 | 21.34 | 0.21 | 19.21 | 0.19 |
| Sharpe Ratio | -0.13 | 0 | -0.02 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -4.6 | 0.08 | -2.08 | 0.1 | 4.2 | 0.09 |
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