Nasdaq - Delayed Quote USD

Columbia Small Cap Growth Adv (CHHRX)

32.58 +0.35 (+1.09%)
At close: November 22 at 8:00 PM EST

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index (the index) at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.

Columbia Small Cap Growth Adv

Boston MA 02111
One Financial Center

Fund Overview

Category Small Growth
Fund Family Columbia Threadneedle
Net Assets 2.27B
YTD Return 20.17%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Operations

Last Dividend --
Last Cap Gain 5.00
Holdings Turnover 146.00%
Average for Category --

Fees & Expenses

Expense CHHRX Category Average
Annual Report Expense Ratio (net) 0.99% 1.21%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 1.03% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Wayne M. Collette, Lead Manager since February 03, 2006
Wayne Collette is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Collette is a co-portfolio manager for small-cap growth and small/mid-cap growth portfolios. Mr. Collette joined one of the Columbia Threadneele Investments legacy firms in 2001 where he was an analyst and was promoted to senior portfolio manager in 2006. Previously, Mr. Collette served as an equity research analyst at Neuberger Berman and Schroder Capital Management, covering small- and mid-cap stocks. He has been a member of the investment community since 1996 Mr. Collette receieved a B.A. in political science from Brandeis University and and MBA in finance from Columbia Business School for Columbia University. In addition, he is a member of the CFA Society of Portland and holds the Chartered Financial Analyst designation.

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.

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