| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 15.82 | 0.05 (+0.32%) | 13.07 - 16.43 | 0.0 |
Market data as of 6:05PM 06/17/13. Quotes are delayed by at least 15 min.
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in common stocks of U.S. and foreign companies that have market capitalizations in the range of companies in the Russell 1000 Growth Index at the time of purchase. It invests primarily in common stocks of companies that Columbia Management Investment Advisers, LLC, the fund's investment adviser (the Investment Manager) believes have the potential for long-term growth. The fund may invest directly in foreign securities or indirectly through depositary receipts.
| Total Return | 21.02% |
|---|---|
| Yield (Trailing 12 Mo.) | -- |
| Expense Ratio | 0.86% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $0.00 |
| Management Tenure | 10 Years |
| Fund Inception | 11/09/2012 |
| Timeframe | CSRRX | S&P 500 | Large Growth |
|---|---|---|---|
| 1 Month | 2.37% | 2.34% | 2.63% |
| 3 Month | 5.00% | 8.22% | 7.19% |
| Year-to-Date | 13.20% | 15.37% | 13.06% |
| 1 Year | 24.69% | 27.28% | 22.42% |
| 3 Year | 16.71% | 16.87% | 14.96% |
| 5 Year | 5.15% | 5.43% | 4.39% |
| 10 Year | 9.44% | 7.58% | 7.28% |
| Since Inception | 21.02% | 10.42% | -- |
| Basic Materials | 3.10% | |
|---|---|---|
| Consumer Cyclical | 22.64% | |
| Financial Services | 6.57% | |
| Real Estate | 0.00% | |
| Consumer Defensive | 3.05% | |
| Healthcare | 24.46% | |
| Utilities | 0.00% | |
| Communication Services | 0.00% | |
| Energy | 7.57% | |
| Industrials | 5.71% | |
| Technology | 26.90% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 92.93 | 92.93 | ||
| Bond | -- | 0.00 | 0.00 | ||
| Other | -- | 0.00 | 0.00 | ||
| Foreign Stock | -- | 4.77 | 4.77 | ||
| Foreign Bond | -- | 0.00 | 0.00 | ||
| Total | -- | 97.70 | 97.70 | ||
| Cash | -- | 2.30 | 2.30 | ||
| Total Net Assets | $5.47B |
|---|---|
| Total Stock Holdings | 30 |
| Total Bond Holdings | 0 |
| Valuation | CSRRX | Category Range |
|---|---|---|
| Price/Earnings | 27.20 | |
| Price/Book | 5.81 | |
| Price/Sales | 4.14 | |
| Price/Cash Flow | 19.73 | |
| Dividend Yield | 0.41 | |
| LT Earnings | 16.65 | |
| Historical Earnings | 22.92 | |
| Sales Growth | 17.73 | |
| Cash-Flow Growth | 22.35 | |
| Book-Value Growth | 15.1 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | High | |
| Return | Above Avg |
| Pretax Return | 16.71% |
|---|---|
| Tax-adjusted Return | -- |
| Tax Cost Ratio | -- |
| Potential Cap Gains | 0.89% |
