| 18.95 Net Asset Value | +1.17% 1 Day | +16.47% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 0.90% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.01% | 3 years | -- | |
| 3 months | +5.39% | 5 years | -- | |
| 1 year | +30.73% | Since inception | +16.79% |
| CPOIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +7.67% |
| Expense ratio | 0.90% | 1.34% |
| Risk 5 year sharpe ratio | 0.41 | 0.38 |
| Net assets | $1.2B | $764.6M |
| Average market cap | $908.2M | $2.0B |
| Average P/E | 18.2 | 17.8 |
| Portfolio turnover | 26% | 26% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Richard D'Auteuil / 7 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 16.00% |
| Hardware | 13.91% |
| Financial service | 13.49% |
| Business service | 11.33% |
| Healthcare | 10.00% |
| OFG OFG Bancorp | 1.58% |
| PRSC Providence Service Corporation | 1.49% |
| PLXS Plexus Corp. | 1.25% |
| AIRM Air Methods Corp. | 1.22% |
| ALOG Analogic Corporation | 1.17% |
| PRGS Progress Software | 1.16% |
| JWA John Wiley & Sons, Inc. Class A | 1.11% |
| CSH Cash America International Inc | 1.07% |
| TTI Tetra Technologies, Inc. | 1.06% |
| AIN Albany International Corporation | 1.05% |
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