Columbia Small Cap Value Fund I

Scorecard
2 / 5 Stars
Lipper
2 2 3 3 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

#67 in Small Value

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.73 percent over the past year, 12.58 percent over the past three years, 18.06 percent over the past five years, and 8.55 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.6%
1 Year 23.7%
3 Years (Annualized) 12.6%
5 Years (Annualized) 18.1%
10 Years (Annualized) 8.5%

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Summary

The investment seeks long-term capital growth. 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 companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index (the index) at the time of purchase that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.

Fees

Fees are Low compared to funds in the same category.
Columbia Small Cap Value Fund I has an expense ratio of 1.32 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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