Columbia Small Cap Value Discovery Fund Institutional Class CSCZX Strategy
Strategy
The investment seeks 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 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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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CSCQX
| Columbia Small Cap Value Discovery Fund Class S | No Load | Open | $20.15M | 0.950% | Below Average | $0 | −$2.56M | |||
CSCZX
| Columbia Small Cap Value Discovery Fund Institutional Class | Institutional | Open | $1.20B | 0.950% | Average | $2,000 | $37.75M | |||
CSVYX
| Columbia Small Cap Value Discovery Fund Institutional 3 Class | Institutional | Open | $643.04M | 0.810% | Below Average | $1M | $278.47M | |||
CUURX
| Columbia Small Cap Value Discovery Fund Institutional 2 Class | Institutional | Open | $224.69M | 0.860% | Below Average | $0 | −$12.85M | |||
CSMIX
| Columbia Small Cap Value Discovery Fund Class A | Front Load | Open | $326.59M | 1.200% | Below Average | $2,000 | −$10.65M | |||
CSSCX
| Columbia Small Cap Value Discovery Fund Class C | Level Load | Open | $12.09M | 1.950% | Average | $2,000 | $2.97M | |||
CSVRX
| Columbia Small Cap Value Discovery Fund Class R | Retirement, Medium | Open | $4.44M | 1.450% | Average | $0 | $2.07M |
United States