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Columbia Small Cap Value Fund I Class I: (MF: CSCZX)
(NASDAQ Mutual Funds) As of Jul 9, 2024 08:00 PM ET
$46.95 USD
-0.21 (-0.45%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in July 1986 and is managed by Columbia Management Advisors, Inc. The fund seeks long-term growth by investing primarily in smaller capitalization equities. The fund invests at least 80% of its net assets in small capitalization stocks. The fund may invest up to 10% of its assets in foreign securities. The fund distributes dividends semi-annually and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Small Cap Value I Inst | CSCZX | NA | NA | 0.00 | 0.00 | 0.81 | 1.00 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Small Cap Value I Cl A | CSMIX | 42.86 | 7/25/1986 | 0.00 | 27.65 | 4.02 | 12.72 |
| Columbia Small Cap Value I Cl C | CSSCX | 22.08 | 1/15/1996 | 0.00 | 26.70 | 3.23 | 11.87 |
| Columbia Small Cap Value I Cl Z | CSCZX | 46.95 | 7/28/1995 | 0.00 | 27.96 | 4.27 | 13.00 |
| Columbia Small Cap Value I Cl Y | CSVYX | 50.60 | 7/15/2009 | 0.00 | 28.17 | 4.43 | 13.18 |
| Columbia Small Cap Value I Cl R | CSVRX | 42.50 | 9/27/2010 | 0.00 | 27.35 | 3.76 | 12.44 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Small Cap Value I Inst | CSCZX | 0 | 0 | 0 | S |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |