Columbia Mid Cap Value Opportunity Y

The investment seeks long-term growth of capital.
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 medium-sized companies. These equity securities generally include common stocks and may also include real estate investment trusts. Medium-sized companies are those whose market capitalizations at the time of purchase fall within the market capitalization range of the Russell Midcap Value Index. The fund may invest up to 25% of its net assets in foreign investments. Foreign investments include depositary receipts.

Key stats

Management firm  Columbia
Domicile  United States
Fund Administrator  Columbia Management Investment Advisers,
Global Branding Name  Columbia
Fund currency  USD
Launch Date  2013-06-13
ISIN  US19766N8305
SEDOL  BBM5140
Manager 1 Name  Jarl Ginsberg
Manager 2 Name  Christian Stadlinger
Fund Strategy  Mid-Cap Value
Benchmark  Russell Mid Cap Value TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-03-31
Return - 1 Month  0.47%
Return - 2 Months  5.37 %
Return - 3 Months  3.25%
Return - 6 Months  12.27 %
Return - 9 months  18.23 %
Return - 12 Months  0.00%
Annualized return 24 months  0.00 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  16.94%
Return YTD  3.25%

Ratings

Morning Star Rating Date   2014-03-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 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 3 star rating fund has a 3 star rating fund has a 3 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

Initial  0.00 %
Minimum Investment  $500,000
Maximum Managment Charge  0.70 %
Exit charge  0.00 %
Performance Fee  0.00 %

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.columbiamanagement.com
Custodian  J. P. Morgan Chase Bank, N.A.

Price

Last Price Date  2014-04-17
Pre-tax nav  10.60
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  $0.05
Price change (percentage)  0.47 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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