Columbia Large Cap Growth ETF

The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies have market capitalizations in the range of companies in the Russell 1000® Growth Index. The fund invests primarily in common stocks of domestic companies that the investment manager believes have the potential for long-term, above-average earnings growth. It may invest in U.S. securities tied economically to foreign investments, such as American Depositary Receipts.

Key stats

Management firm  Columbia
Domicile  United States
Fund Administrator  The Bank of New York Mellon
Global Branding Name  Columbia
Fund currency  USD
Launch Date  2009-10-02
ISIN  US19761R3075
Manager 1 Name  Colin Moore
Manager 2 Name  Fred Copper
Fund Strategy  Large Growth
Benchmark  Not Benchmarked
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-03-31
Return - 1 Month  -1.10%
Return - 2 Months  4.23 %
Return - 3 Months  1.59%
Return - 6 Months  11.16 %
Return - 9 months  21.99 %
Return - 12 Months  24.61%
Annualized return 24 months  16.97 %
Annualized return 36 months  14.21 %
Annualized return 48 months  14.22 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  16.14%
Return YTD  1.59%

Ratings

Morning Star Rating Date   2014-03-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Maximum Managment Charge  0.77 %
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  The Bank of New York Mellon

Price

Last Price Date  2014-04-17
Pre-tax nav  39.07
Pre-tax offer  41.53
Pre-tax bid  35.47
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.10
Price change (percentage)  0.26 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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