CMG Small/Mid Cap
One Financial Center Boston MA 02111
Map
Phone: 800-547-1037
| Category: | Mid-Cap Growth | | Fund Family: | Columbia | | Net Assets: | 11.47M | | Year-to-Date Return: | -6.32% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-00 |
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Wayne Collette
Lead Manager since
03-Feb-06 | | | Collette is a vice president and portfolio manager of Columbia Management Advisors,LLC. He joined the company in 2001. Previously,Collette was an assistant vice president and equity researchassociate at Schroder Capital Management from 1997 through 1999 and an associate portfolio manager of Neuberger Berman from 1999 through 2001. Collette holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $3,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $2,500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation by investing in small capitalization and middle capitalization. The fund normally invests at least 80% of net assets in common stocks of small-cap and mid-cap companies. It invests primarily in common stocks of companies that have the potential for long-term, above-average earnings growth. The fund may invest up to 20% of total assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 0.69 | | Annual Holdings Turnover
| 158.00% | | Average for Category:
| 117.29% |
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| Expense | COSMX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$362 | $696 | | 5 Yr Expense Projection*: |
$669 | $1,084 | | 10 Yr Expense Projection*: |
$1,540 | $2,130 |
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1.47% Nasdaq 
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