Columbia Select Smaller-Cap Value Fund Class Z (CSSZX)

23.71
Net Asset Value
-0.88%
1 Day
+2.64%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.26%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide shareholders with long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in the common stock of "value" companies with smaller market capitalizations ($3 billion or less) at the time of purchase by the fund. It may invest up to 25% of its net assets in foreign investments. The fund can invest in any economic sector and, at times, it may emphasize one or more particular sectors.

Performance

1 month+0.08% 3 years+22.72%
3 months-1.98% 5 years--
1 year+11.89% Since inception+17.56%
Data through --

Peer Comparisonvs. Small blend

 CSSZXCategory
Performance 5-yr return--+19.87%
Expense ratio1.26%1.30%
Risk 5 year sharpe ratio1.010.97
Net assets$484.1M$873.7M
Average market cap$2.9B$2.7B
Average P/E18.420.0
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureRichard Rosen / 17 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock98.96%
Cash1.04%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 26.28%
Financial service 17.48%
Hardware 10.75%
Consumer service 9.72%
Consumer goods 9.25%
Top 10 Holdings
Portfolio weighting
UAL United Continental Holdings Inc4.05%
LNC Lincoln National Corp3.35%
HBI Hanesbrands Inc3.33%
TDS Telephone and Data Systems, Inc.3.33%
SPN Superior Energy Services Inc3.22%
ENH Endurance Specialty Holdings Ltd3.10%
WCN Waste Connections Inc3.02%
SWFT Swift Transportation Co3.01%
BDC Belden Inc2.99%
THG Hanover Insurance Group Inc2.89%

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