Cortina Small Cap Growth

The investment seeks growth of capital.
The fund will normally invest at least 80% of its assets in common stocks of small capitalization ("small-cap") companies. Its adviser considers a company to be a small-cap company if, at the time of purchase, the company has a market capitalization less than $2 billion. Under normal market conditions, the weighted average market capitalization of the fund's portfolio will be less than that of the Russell 2000 Growth Index, and sector weights are limited to, on an absolute basis, no more than 1500 basis points over- or under-weight any one sector in the Russell 2000 Growth Index.

Key stats

Management firm  Cortina Funds Inc
Domicile  United States
Fund Administrator  ALPS Fund Services, Inc.
Global Branding Name  Cortina
Fund currency  USD
Launch Date  2011-09-30
ISIN  US2205842055
Manager 1 Name  Steve Lilly
Manager 2 Name  Brian Bies
Fund Strategy  Small Growth
Benchmark  Russell 2000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  3.13%
Return - 2 Months  -3.07 %
Return - 3 Months  -0.78%
Return - 6 Months  -3.87 %
Return - 9 months  -11.39 %
Return - 12 Months  -8.37%
Annualized return 24 months  12.87 %
Annualized return 36 months  12.21 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  15.90%
Return YTD  -11.75%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 1 star rating
Morning Star Rating - Overall  fund has a 1 star rating

Charges

Initial  0.00 %
Minimum Investment  $25,000
Maximum Managment Charge  1.00 %
Exit charge  2.00 %
Performance Fee  0.00 %

Contact

Contact Address  Cortina Funds, Inc.
Contact Address 2  825 North Jefferson Street Suite 400
Contact Address 3  Milwaukee, Wisconsin 53202
Contact city  Milwaukee
Contact country  United States
Fund Admin Group  Cortina Funds Inc
Web Address  www.cortinafunds.com
Custodian  Union Bank N.A.

Price

Last Price Date  2014-11-20
Pre-tax nav  15.02
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.13
Price change (percentage)  0.87 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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