Example: marketing

Columbia Small Cap Value Fund II - Institutional Class

Columbia Small Cap Value fund II - Institutional ClassRelease ValueInvestment Objective & StrategyFrom the investment's prospectusThe investment seeks long-term capital appreciation. 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 companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index at the time of purchase that the fund 's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities, including depositary receipts. The fund normally invests in common stocks and also may invest in real estate investment trusts. Past name(s) : Columbia Small Cap Value II and RiskVolatilityas of 06-30-20 LowModerateHighInvestmentCategoryRisk Measures as of 06-30-20 Port AvgRel S&P 500 Rel Cat3 Yr Std Yr RisksForeign Securities, Loss of Money, Not FDIC Insured, ValueInvesting, Active Management, Issuer, Market/MarketVolatility, Depositary Receipts, Industry and Sector Investing,Real Estate/REIT SectorImportant InformationMorningstar Investment Profiles must be accompaniedby

Columbia Small Cap Value Fund II - Institutional Class Release Date 03-31-18 ...

Tags:

  Value, Class, Fund, Institutional, Cap value fund ii institutional class

Information

Domain:

Source:

Link to this page:

Please notify us if you found a problem with this document:

Other abuse

Transcription of Columbia Small Cap Value Fund II - Institutional Class

1 Columbia Small Cap Value fund II - Institutional ClassRelease ValueInvestment Objective & StrategyFrom the investment's prospectusThe investment seeks long-term capital appreciation. 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 companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index at the time of purchase that the fund 's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities, including depositary receipts. The fund normally invests in common stocks and also may invest in real estate investment trusts. Past name(s) : Columbia Small Cap Value II and RiskVolatilityas of 06-30-20 LowModerateHighInvestmentCategoryRisk Measures as of 06-30-20 Port AvgRel S&P 500 Rel Cat3 Yr Std Yr RisksForeign Securities, Loss of Money, Not FDIC Insured, ValueInvesting, Active Management, Issuer, Market/MarketVolatility, Depositary Receipts, Industry and Sector Investing,Real Estate/REIT SectorImportant InformationMorningstar Investment Profiles must be accompaniedby Morningstar Disclosure and or their affiliates may pay compensation to Voya affiliates offering a fund .

2 Such compensation may be paid outof distribution, service and/or 12b-1 fees that are deductedfrom the fund 's assets, and/or may be paid directly by thefund's affiliates. Any fees deducted from fund assets arediscussed in the fund 's prospectus and disclosed in the fundfact sheet. Because these fees are paid on an on-going basis,over time these fees will increase the cost of your investmentand may cost you more than paying other types of salescharges. If offered through a retirement program, additionalfees and expenses may be charged under that program. NOTA DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANYFEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THEINSTITUTION. MAY GO DOWN IN AnalysisComposition as of 06-30-20% Style Box as of 06-30-20% Mkt CapLargeMidSmallValue Blend 10 Holdings as of 06-30-20% AssetsColumbia Short-Term Cash Industrial Realty Trust Bank System 's Wholesale Club Holdings Water Technologies Media Group Inc Class Bank Lokey Inc Class Group Equity Sectors as of 06-30-20% Fundh Basic Consumer Financial Real Communication Consumer Prosp Exp of fund assetsNet Prosp Exp of fund assetsManagement Fee(s) Inception Date05-01-02 Total fund Assets ($mil) Turnover Ratio % Family NameColumbiaWaiver DataTypeExp.

3 Date%Expense Manager(s)Christian Stadlinger, CFA. Since Ginsberg. Since Mgmt InvestmentAdvisers, expenses have been restated to reflect current transfer agency fees paid by the fund . Columbia Management InvestmentAdvisers, LLC and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excludingtransaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, andinfrequent and/or unusual expenses) through June 30, 2018, unless sooner terminated at the sole discretion of the fund 's Boardof Trustees. Under this agreement, the fund 's net operating expenses, subject to applicable exclusions, will not exceed theannual rates of 2020 Morningstar, Inc., Morningstar Investment Profiles 312-696-6000. 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.

4 Neither Morningstar nor its content providers are responsible for any damages or losses arising fromany use of information. Past performance is no guarantee of future performance. Visit our investment website at (07/20)CN1028811_1221


Related search queries