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Columbia Disciplined Small Core Fund Class T (CSCWX)

8.75
Net Asset Value
-0.11%
1 Day
+1.63%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
2.5
Sales Expenses
1.41%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective 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 and the information technology and technology-related sector. It may invest up to 20% of its total assets in foreign securities.

Performance

1 month+1.98% 3 years+2.72%
3 months+1.51% 5 years+10.14%
1 year+15.08% Since inception+9.93%
Data through --

Peer Comparisonvs. Small blend

 CSCWXCategory
Performance 5-yr return+10.14%+12.75%
Expense ratio1.41%1.21%
Risk 5 year sharpe ratio0.730.97
Net assets$221.8M$987.9M
Average market cap$1.6B$3.1B
Average P/E18.221.2
Portfolio turnover112%112%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureBrian Condon / 1 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock96.23%
Fixed income1.63%
International stock1.17%
Cash0.97%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 16.00%
Hardware 13.91%
Financial service 13.49%
Business service 11.33%
Healthcare 10.00%
Top 10 Holdings
Portfolio weighting
CW Curtiss-Wright Corp0.80%
MTG MGIC Investment Corp0.79%
JCOM J2 Global Inc0.76%
PRXL PAREXEL International Corp0.74%
AZPN Aspen Technology Inc0.74%
MASI Masimo Corp0.74%
TECD Tech Data Corp0.74%
WTFC Wintrust Financial Corp0.73%
INCR INC Research Holdings Inc0.73%
ESNT Essent Group Ltd0.72%