Columbia Small Cap Growth I I

The investment seeks capital appreciation.
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the S&P SmallCap 600® Index (the index) at the time of purchase. It invests primarily in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.

Key stats

Management firm  Columbia
Domicile  United States
Fund Administrator  Columbia Management Investment Advisers,
Global Branding Name  Columbia
Fund currency  USD
Launch Date  2010-09-27
ISIN  US19766D5840
SEDOL  B3XTWS6
Manager 1 Name  Wayne Collette
Manager 2 Name  Lawrence Lin
Fund Strategy  Small Growth
Benchmark  Russell 2000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-03-31
Return - 1 Month  -5.35%
Return - 2 Months  0.18 %
Return - 3 Months  -1.09%
Return - 6 Months  4.28 %
Return - 9 months  20.84 %
Return - 12 Months  24.08%
Annualized return 24 months  17.16 %
Annualized return 36 months  10.13 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  17.32%
Return YTD  -1.09%

Ratings

Morning Star Rating Date   2014-03-31
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 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 2 star rating fund has a 2 star rating

Charges

Initial  0.00 %
Maximum Managment Charge  0.79 %
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  30.50
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  $0.21
Price change (percentage)  0.69 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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