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Columbia Small Cap Growth I R (CCRIX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Small Cap Growth I R (CCRIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Columbia Small Cap Growth I R Fund (CCRIX) ManagerFund Manager - Rahul H. Narang

Fund Manager Information

Fund Manager Tenure: 6.2 years
Fund Family: Columbia
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

 

Graph of Columbia Small Cap Growth I R Fund (CCRIX) ProfileColumbia Small Cap Growth I R Fund (CCRIX) Profile

Fund Profile and Description

Columbia Small Cap Growth I R Fund seeks capital appreciation. Columbia Small Cap Growth I R Fund normally invests at least 80% of net assets in equity securities of companies that have market capitalizations in the range of companies in the S&P Small Cap 600 Index. It invests primarily in common stocks of companies that the Advisor believes have the potential for long-term, above-average earnings growth. Columbia Small Cap Growth I R Fund may also invest up to 20% of total assets in foreign securities.

 

Columbia Small Cap Growth I R (CCRIX) Fund Strength What we like about Columbia Small Cap Growth I R (CCRIX) Fund

Data for Columbia Small Cap Growth I R Fund (CCRIX) as of May 30, 2016

  • Columbia Small Cap Growth I R Fund (CCRIX) management has been with Columbia Small Cap Growth I R Fund for 6.2 years
  • Columbia Small Cap Growth I R Fund (CCRIX) has good short-term performance (1-year return -5.26% vs -7.74% Small Growth category median performance)
  • Asset base in Columbia Small Cap Growth I R Fund (CCRIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Columbia Small Cap Growth I R Fund (CCRIX) Weakness What we are cautious about Columbia Small Cap Growth I R (CCRIX) Fund

Data for Columbia Small Cap Growth I R Fund (CCRIX) as of May 30, 2016

  • Columbia Small Cap Growth I R Fund (CCRIX) has a less-than-ideal mid-term performance (3-year return 5.97% vs 6.86% Small Growth category median performance)
  • Columbia Small Cap Growth I R Fund (CCRIX) has a less-than-ideal Long-term performance (5-year return 4.93% vs 7.01% Small Growth category median performance)
  • Columbia Small Cap Growth I R Fund (CCRIX) ratio of up-years vs down years can be improved
  • Columbia Small Cap Growth I R Fund (CCRIX) has a Morningstar rating of 3 and below
  • Columbia Small Cap Growth I R Fund (CCRIX) is less safe compared to its Small Growth peers
  • Columbia Small Cap Growth I R Fund (CCRIX) has an annual stock turnover rate of 117.00% that is higher than the Small Growth average of 63.11%. This could mean Columbia Small Cap Growth I R is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia Small Cap Growth I R Fund (CCRIX) does not have a good risk adjusted return as its 3-year Alpha of -4.76 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.42
  • Columbia Small Cap Growth I R Fund (CCRIX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.92 that is higher than category average of 15.82
  • Columbia Small Cap Growth I R Fund (CCRIX) has a higher expense ratio of 1.61% than its Small Growth average of 1.31%
  • Even though Columbia Small Cap Growth I R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Columbia Small Cap Growth I R Fund (CCRIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Small Cap Growth I R Fund (CCRIX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Small Cap Growth I R0.88-5.265.974.93
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Columbia Small Cap Growth I R Fund (CCRIX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Columbia Small Cap Growth I R Fund (CCRIX) Net Asset TrackingColumbia Small Cap Growth I R (CCRIX) Fund Net Asset

Track net asset change of Columbia Small Cap Growth I R fund (CCRIX)

DateNet Asset
05/2016$418.03M
03/2016$414.34M
02/2016$393.46M
More historic net asset information on Columbia Small Cap Growth I R Fund (CCRIX)

  

Graph of Columbia Small Cap Growth I R Fund (CCRIX) Portfolio TrackingColumbia Small Cap Growth I R (CCRIX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Small Cap Growth I R fund (CCRIX)

DateCashStockBondOther
04/20163.32%96.04%0%0.64%
02/20161.51%98.49%0%0%
01/20160%100%0%0%
Click here to see more historic asset allocation information on Columbia Small Cap Growth I R Fund (CCRIX)

 

graph of Columbia Small Cap Growth I R Fund (CCRIX) Top 10 Position TrackingTop 10 Holdings in Columbia Small Cap Growth I R (CCRIX) Fund

Discover what Columbia Small Cap Growth I R Fund (CCRIX) manager is buying

Apr 29, 2016
Euronet Worldwide, Inc. [1.73%]
j2 Global, Inc. [1.63%]
Fortinet, Inc. [1.61%]
CoreLogic, Inc. Common Stock [1.54%]
Six Flags Entertainment Corpora [1.49%]
MarketAxess Holdings, Inc. [1.48%]
CyrusOne Inc [1.46%]
Summit Materials, Inc. Class A [1.45%]
Allegiant Travel Company [1.45%]
Align Technology, Inc. [1.38%]

Feb 28, 2016
Euronet Worldwide, Inc. [2.19%]
PTC Inc. [1.96%]
Skechers U.S.A., Inc. Common St [1.61%]
Align Technology, Inc. [1.6%]
Allegiant Travel Company [1.58%]
CoreLogic, Inc. Common Stock [1.58%]
Smith & Wesson Holding Corporat [1.55%]
Molina Healthcare Inc Common St [1.53%]
Sovran Self Storage, Inc. Commo [1.53%]
Burlington Stores, Inc. Common [1.46%]

Jan 30, 2016
Euronet Worldwide, Inc. [2.87%]
PTC Inc. [1.95%]
Sovran Self Storage, Inc. Commo [1.8%]
Smith & Wesson Holding Corporat [1.74%]
CoreLogic, Inc. Common Stock [1.7%]
Align Technology, Inc. [1.66%]
Littelfuse, Inc. [1.53%]
Allegiant Travel Company [1.53%]
Skechers U.S.A., Inc. Common St [1.52%]
Six Flags Entertainment Corpora [1.47%]
Click here for Stock Holding Change Map in Columbia Small Cap Growth I R Fund (CCRIX)

  

Latest News on Columbia Small Cap Growth I R (CCRIX) Fund

See what is happening with Columbia Small Cap Growth I R Fund (CCRIX)

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Columbia Small Cap Growth I R Fund (CCRIX) Related ResourcesSee more information on Columbia Small Cap Growth I R (CCRIX) Fund

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