Columbia Small Cap Growth Fund I Class R

 (MUTF:CCRIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.41%
   
1 week   +0.70%
   
4 week
   
-0.79%  
3 month   +7.98%
   
YTD   +22.69%
   
1 year   +24.82%
   
3 years*   +14.26%
   
5 years*   +14.78%
   
*annualized
Best 3 month return+16.85%  
Worst 3 month return-25.14%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years High Average
5 years Average Above Average
10 years Average Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets474.42M 
Front load-  
Deferred load-  
Expense ratio1.60%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash2.37%  
Stocks97.40%  
Bonds0.00%  
Convertible0.23%  
Other0.00%  

Purchase information

Initial$0  
20.24+0.07(0.35%)
Nov 16, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the S&P SmallCap 600� Index (the index) at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.
Fund filings (PDF) »
Asset managers:
Lawrence Lin (Started: Oct 1, 2007)
Daniel Cole (Started: Jan 22, 2015)
Wayne Collette (Started: Feb 3, 2006)
Advisor Company:
Columbia Mgmt Investment Advisers, LLC
Fund family reports on Morningstar »
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 8.67 3.28 -1.83 -0.83
Beta* 1.07 1.09 1.12 1.15
Mean annual return 2.63 1.25 1.21 0.73
R-squared* 32.81 65.00 53.41 75.75
Standard deviation 7.84 13.62 14.50 20.00
Sharpe ratio 3.91 1.07 0.99 0.42
* Against standard index

Top 10 holdings

Security Net Assets  
Six Flags Entertainment Corp (SIX) 2.90%  
LendingTree Inc (TREE) 2.84%  
Paycom Software Inc (PAYC) 2.75%  
Veeva Systems Inc Class A (VEEV) 2.41%  
Home BancShares Inc (HOMB) 2.28%  
Fair Isaac Corp (FICO) 2.23%  
Coherent Inc (COHR) 2.22%  
Blackbaud Inc (BLKB) 2.16%  
Ellie Mae Inc (ELLI) 2.12%  
WageWorks Inc (WAGE) 2.12%