Columbia Mid Cap Growth Opportunity I

The investment seeks to provide shareholders with growth of capital.
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) at the time of purchase in the common stocks of mid-capitalization companies. The Investment Manager defines mid-cap companies as those whose market capitalization (number of shares outstanding multiplied by the share price) falls within the market capitalization range of the companies that comprise the Russell Midcap® Index (the index). The fund may also invest up to 20% of its total assets in foreign securities.

Key stats

Management firm  Columbia
Domicile  United States
Fund Administrator  Columbia Management Investment Adv LLC
Global Branding Name  Columbia
Fund Status  OBSOLETE
Fund currency  USD
Launch Date  2004-03-04
Obsolete Date  2013-03-15
ISIN  US19763T2859
SEDOL  B45R0Y7
Manager 1 Name  Wayne Collette
Manager 2 Name  Brian Neigut
Fund Strategy  Mid-Cap Growth
Benchmark  Russell Mid Cap Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2012-10-31
Return - 1 Month  -3.55%
Return - 2 Months  -1.94 %
Return - 3 Months  1.14%
Return - 6 Months  -5.01 %
Return - 9 months  0.19 %
Return - 12 Months  4.38%
Annualized return 24 months  1.48 %
Annualized return 36 months  7.41 %
Annualized return 48 months  15.28 %
Annualized return 60 months  -0.35 %
Annualized return since Inception  4.14%
Return YTD  8.71%

Ratings

Morning Star Rating Date   2012-10-31
Morning Star Rating - 36 Months  fund has a 1 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 120 Months  fund has a 1 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Maximum Managment Charge  0.76 %

Contact

Contact Address  Liberty Financial Funds
Contact Address 2  P.O. Box 8081
Contact Address 3  Boston, MA 02210
Contact city  Boston
Contact country  United States
Fund Admin Group  Columbia
Web Address  www.libertyfunds.com
Custodian  J. P. Morgan Chase Bank, N.A.

Price

Last Price Date  2013-03-15
Pre-tax nav  11.76
Price change  $-0.09
Price change (percentage)  -0.76 %

Funds Disclaimer

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Ratings Disclaimer

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