Columbia Frontier R5

The investment seeks growth of capital.
The fund generally invests at least 65% of net assets in common stocks of small U.S. companies that have market capitalization of $2 billion or less. It may also invest in preferred stocks, securities convertible into common stocks, and stock purchase warrants if the investment manager believes these investments offer capital growth opportunities.

Key stats

Management firm  Columbia
Fund Status  OBSOLETE
Fund currency  USD
Launch Date  2001-11-30
Obsolete Date  2013-03-15
ISIN  US19766F5301
Manager 1 Name  Sam Murphy
Manager 2 Name  John Schonberg
Fund Strategy  Small Growth
Benchmark  Russell 2000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2011-05-31
Return - 1 Month  -1.10%
Return - 2 Months  2.20 %
Return - 3 Months  0.56%
Return - 6 Months  18.32 %
Return - 9 months  42.71 %
Return - 12 Months  29.04%
Annualized return 24 months  25.94 %
Annualized return 36 months  2.72 %
Annualized return 48 months  -1.07 %
Annualized return 60 months  3.95 %
Annualized return since Inception  4.55%
Return YTD  8.67%

Ratings

Morning Star Rating Date   2011-05-31
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Maximum Managment Charge  0.89 %

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

Price

Last Price Date  2013-03-15
Pre-tax nav  13.15
Price change  $-0.05
Price change (percentage)  -0.38 %

Funds Disclaimer

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Ratings Disclaimer

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