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Columbia Small Cap Value Fund II R (CCTRX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Small Cap Value Fund II R (CCTRX) Fund

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Graph of Columbia Small Cap Value Fund II R Fund (CCTRX) ManagerFund Manager - Christian K. Stadlinger

Fund Manager Information

Fund Manager Tenure: 17.5 years
Fund Family: Columbia
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Christian Stadlinger is the lead portfolio manager with Columbia Management Investment Advisers, LLC. Previously, he has served as a senior portfolio manager since 2002, with a primary focus on managing small-cap value assets through mutual funds, as well as institutional portfolios, including Nations SmallCap Value Fund. Dr. Stadlinger may also manage other investment products for both BACAP and Columbia Management. In this role, he is responsible for all research, stock selection and portfolio construction for the fund. Prior to joining the Value Strategies Team in 2002, Dr. Stadlinger worked as a team leader and senior portfolio manager for BlackRock Inc. as a portfolio manager for the firm's domestic emerging value investment team, where for he managed small-cap and mid-cap value assets for corporate, institutional and high-net-worth clients from 1996 to 2002. Dr. Stadlinger earned his Ph.D. in Economics from Northwestern University. Dr. Stadlinger has been in the investment community since 1991. 11  Get more insights on Christian K. Stadlinger

 

Graph of Columbia Small Cap Value Fund II R Fund (CCTRX) ProfileColumbia Small Cap Value Fund II R Fund (CCTRX) Profile

Fund Profile and Description

Columbia Small Cap Value Fund II R Fund seeks long-term growth of capital. Columbia Small Cap Value Fund II R Fund normally invests at least 80% of net assets 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 Advisor believes are undervalued and have the potential for long-term growth. It may invest up to 20% of total assets in foreign securities and also may invest in real estate investment trusts.

 

Columbia Small Cap Value Fund II R (CCTRX) Fund Strength What we like about Columbia Small Cap Value Fund II R (CCTRX) Fund

Data for Columbia Small Cap Value Fund II R Fund (CCTRX) as of May 30, 2016

  • Columbia Small Cap Value Fund II R Fund (CCTRX) management has been with Columbia Small Cap Value Fund II R Fund for 17.5 years
  • Columbia Small Cap Value Fund II R Fund (CCTRX) has good mid-term performance (3-year return 7.21% vs 6.26% Small Value category median performance)
  • Columbia Small Cap Value Fund II R Fund (CCTRX) ratio of up-years vs down years is greater than 2
  • Asset base in Columbia Small Cap Value Fund II R Fund (CCTRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Small Cap Value Fund II R Fund (CCTRX) has an annual stock turnover rate of 57.00% vs Small Value average of 58.14%. It is good that Columbia Small Cap Value Fund II R management does not trade extensively for its return.
  • Columbia Small Cap Value Fund II R Fund (CCTRX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.76, lower than category average of 14.31

Columbia Small Cap Value Fund II R Fund (CCTRX) Weakness What we are cautious about Columbia Small Cap Value Fund II R (CCTRX) Fund

Data for Columbia Small Cap Value Fund II R Fund (CCTRX) as of May 30, 2016

  • Columbia Small Cap Value Fund II R Fund (CCTRX) has a less-than-ideal short-term performance (1-year return -4.39% vs -3.44% Small Value category median performance)
  • Columbia Small Cap Value Fund II R Fund (CCTRX) has a less-than-ideal Long-term performance (5-year return 7.65% vs 7.71% Small Value category median performance)
  • Columbia Small Cap Value Fund II R Fund (CCTRX) has a Morningstar rating of 3 and below
  • Columbia Small Cap Value Fund II R Fund (CCTRX) has a higher expense ratio of 1.55% than its Small Value average of 1.33%
  • Even though Columbia Small Cap Value Fund II R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Columbia Small Cap Value Fund II R Fund (CCTRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Small Cap Value Fund II R Fund (CCTRX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Small Cap Value Fund II R2.69-4.397.217.65
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Columbia Small Cap Value Fund II R Fund (CCTRX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Columbia Small Cap Value Fund II R Fund (CCTRX) Net Asset TrackingColumbia Small Cap Value Fund II R (CCTRX) Fund Net Asset

Track net asset change of Columbia Small Cap Value Fund II R fund (CCTRX)

DateNet Asset
05/2016$1.54B
03/2016$1.52B
02/2016$1.41B
More historic net asset information on Columbia Small Cap Value Fund II R Fund (CCTRX)

  

Graph of Columbia Small Cap Value Fund II R Fund (CCTRX) Portfolio TrackingColumbia Small Cap Value Fund II R (CCTRX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Small Cap Value Fund II R fund (CCTRX)

DateCashStockBondOther
04/20163.58%96.22%0%0.2%
02/20163.79%96%0%0.21%
01/20163.6%96.18%0%0.22%
Click here to see more historic asset allocation information on Columbia Small Cap Value Fund II R Fund (CCTRX)

 

graph of Columbia Small Cap Value Fund II R Fund (CCTRX) Top 10 Position TrackingTop 10 Holdings in Columbia Small Cap Value Fund II R (CCTRX) Fund

Discover what Columbia Small Cap Value Fund II R Fund (CCTRX) manager is buying

Apr 29, 2016
Western Alliance Bancorporation [1.37%]
Independent Bank Corp. [1.34%]
Argo Group International Holdin [1.29%]
Renasant Corporation [1.29%]
Community Bank System, Inc. Com [1.27%]
VCA Inc. [1.25%]
Sterling Bancorp [1.23%]
FirstMerit Corporation [1.22%]
AMERISAFE, Inc. [1.21%]
American Assets Trust, Inc. Com [1.21%]

Feb 28, 2016
Avista Corporation Common Stock [1.53%]
Argo Group International Holdin [1.42%]
Independent Bank Corp. [1.33%]
AMERISAFE, Inc. [1.31%]
Southwest Gas Corporation Commo [1.3%]
Community Bank System, Inc. Com [1.29%]
Treehouse Foods, Inc. Common St [1.27%]
Renasant Corporation [1.27%]
American Assets Trust, Inc. Com [1.22%]
VCA Inc. [1.21%]

Jan 30, 2016
Sterling Bancorp [1.52%]
Avista Corporation Common Stock [1.51%]
CubeSmart Common Shares [1.51%]
AMERISAFE, Inc. [1.44%]
Independent Bank Corp. [1.42%]
Argo Group International Holdin [1.42%]
Treehouse Foods, Inc. Common St [1.35%]
Community Bank System, Inc. Com [1.33%]
PrivateBancorp, Inc. [1.31%]
Renasant Corporation [1.31%]
Click here for Stock Holding Change Map in Columbia Small Cap Value Fund II R Fund (CCTRX)

  

Latest News on Columbia Small Cap Value Fund II R (CCTRX) Fund

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