Columbia Small Cap Growth II I

The investment seeks long-term growth of capital.
Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that have market capitalizations in the range of companies in the Russell 2000 Growth Index at the time of purchase. It normally invests in common stocks and may invest up to 20% of its total assets in foreign securities. The fund's portfolio may from time to time emphasize one or more economic sectors, which may include, among other sectors, the technology sector.

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  2011-11-16
Obsolete Date  2013-03-15
ISIN  US19766B7376
Manager 1 Name  Wayne Collette
Manager 2 Name  Brian Neigut
Fund Strategy  Small Growth
Benchmark  Russell 2000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2012-10-31
Return - 1 Month  -3.29%
Return - 2 Months  -0.47 %
Return - 3 Months  2.85%
Return - 6 Months  -2.24 %
Return - 9 months  3.27 %
Annualized return since Inception  10.11%
Return YTD  10.11%

Ratings

Morning Star Rating Date   2012-10-31
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 2 star rating fund has a 2 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 2 star rating fund has a 2 star rating

Charges

Maximum Managment Charge  0.70 %

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  14.46
Price change  $-0.06
Price change (percentage)  -0.41 %

Funds Disclaimer

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Ratings Disclaimer

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