Nasdaq - Delayed Quote USD
Columbia Small Cap Value I Inst2 (CUURX)
48.95
+1.20
+(2.51%)
At close: 8:00:27 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- JPMorgan
- JP MORGAN NO-LOAD TRANSACTION FEE
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.
Fund Overview
| Category | Small Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 1.52B |
| YTD Return | -7.69% |
| Yield | 0.69% |
| Morningstar Rating | |
| Inception Date | Jul 15, 2009 |
Performance & Risk
| YTD Return | -11.39% |
| 5y Average Return | 15.41% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
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