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CUURX
Mutual Fund ticker: NASDAQ
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Columbia Small Cap Value I Inst2 (CUURX) Ownership - Who owns Columbia Small Cap Value I Inst2?

The investment seeks long-term capital appreciation... Show more

Category: #Small Value

Profile

Category
Small Value
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com

Details

Group
Domestic Stock Funds
Category
Small Value
Total Expense Ratio
0.87
Min. Initial Investment
N/A
Fund Existence
almost 13 years
Turnover
72.00
Front Load
N/A
Net Assets
1701621200.00
Manager Tenure
N/A

Fundamentals

CUURX
Net Assets
1.7B
Fund Existence
almost 13 years
Turnover
72.00
Total Expense Ratio
0.87
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Small Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.91
Assets in Top Ten Holdings
148M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
231M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.81
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
218.00
Number of Net Holdings
218.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
12.50%
Gain YTD
1.510
Annual Yield % from dividends
1.09
Returns for 1 year
7.09
Returns for 3 years
12.21
Returns for 5 years
51.53
Returns for 10 years
22.69
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com