Nasdaq - Delayed Quote • USD
Columbia Small Cap Value I Inst (CSCZX)
At close: 5:21 PM EDT
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 (the index) at the time of purchase, that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.
Columbia Small Cap Value I Inst
Boston MA 02111
One Financial Center
Fund Overview
Category | Small Value |
Fund Family | Columbia Threadneedle |
Net Assets | 1.38B |
YTD Return | -2.78% |
Yield | 0.69% |
Morningstar Rating | |
Inception Date | Jul 31, 1995 |
Fund Operations
Last Dividend | 0.35 |
Last Cap Gain | 15.00 |
Holdings Turnover | 72.00% |
Average for Category | -- |
Fees & Expenses
Expense | CSCZX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.85% | 1.16% |
Prospectus Net Expense Ratio | 0.85% | -- |
Prospectus Gross Expense Ratio | 0.85% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 5.35% |
Max Deferred Sales Load | -- | 1.15% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Morningstar Style Box
Morningstar Category
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