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

23.58
Net Asset Value
+0.73%
1 Day
+7.23%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.16%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide shareholders with long-term capital appreciation. 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 smaller capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000 ® Value Index (the index) at the time of purchase.

Performance

1 month+0.86% 3 years+19.75%
3 months+10.01% 5 years--
1 year+13.19% Since inception+17.33%
Data through --

Peer Comparisonvs. Small blend

 CSSZXCategory
Performance 5-yr return--+13.72%
Expense ratio1.16%1.27%
Risk 5 year sharpe ratio0.900.84
Net assets$508.7M$917.7M
Average market cap$2.6B$2.9B
Average P/E20.621.3
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$1,000.00

Holdings

U.S. stock97.28%
Cash1.91%
International stock0.81%
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
SWFT Swift Transportation Co3.73%
HBI HanesBrands Inc3.50%
UAL United Continental Holdings3.31%
TDS Telephone and Data Systems Inc3.20%
WCG WellCare Health Plans Inc3.13%
IPXL Impax Laboratories Inc3.11%
BDC Belden Inc3.06%
ENH Endurance Specialty Holdings Ltd3.06%
THG Hanover Insurance Group Inc2.99%
TXRH Texas Roadhouse Inc2.94%

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