Mutual Fund Insights: Columbia Small Cap Growth I Z Fund (CMSCX)

In-depth Analysis of Columbia Small Cap Growth I Z Fund (CMSCX)

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See Columbia Small Cap Growth I Z Fund (CMSCX) performance details as of January 31, 2010

  

Last Trade: $26.09 on 3/19/2010, Change: -0.30 (-1.14%)

Experiment our closing price forecasting tool for Columbia Small Cap Growth I Z Fund (CMSCX) (alpha release)

  

Fund Manager - George J. Myers

Fund Manager Tenure: 4.1 years
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

Myers is Director of Columbia Management Advisors, LLC. He has been associated with Columbia Advisors or its predecessors since October 2004. Prior to 2004, Mr. Myers was a portfolio manager and analyst at Dresdner RCM Global Investors since 2000. Myers holds the chartered Financial Analyst designation.  Get more insights on George J. Myers

  

 What we like about Columbia Small Cap Growth I Z Fund (CMSCX)

Data for Columbia Small Cap Growth I Z Fund (CMSCX) as of January 31, 2010

• Columbia Small Cap Growth I Z Fund (CMSCX) management has been with Columbia Small Cap Growth I Z Fund for 4.1 years
• Columbia Small Cap Growth I Z Fund (CMSCX) has good mid-term performance (3-year return -3.68% vs -6.96% Small Growth category average)
• Columbia Small Cap Growth I Z Fund (CMSCX) has good Long-term performance (5-year return 4.99% vs 0.25% Small Growth category average)
• Columbia Small Cap Growth I Z Fund (CMSCX) ratio of up-years vs down years is greater than 2
• Columbia Small Cap Growth I Z Fund (CMSCX) has a Morningstar rating of 4 and above
• Columbia Small Cap Growth I Z Fund (CMSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.97, lower than category average of 24.84
• Columbia Small Cap Growth I Z Fund (CMSCX) has a lower management fee than its Small Growth average: 1.10% vs 1.60%
• Columbia Small Cap Growth I Z Fund (CMSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Columbia Small Cap Growth I Z Fund (CMSCX)

Data for Columbia Small Cap Growth I Z Fund (CMSCX) as of January 31, 2010

• Columbia Small Cap Growth I Z Fund (CMSCX) has a less-than-ideal short-term performance (1-year return 38.25% vs 39.62% Small Growth category average)
• Columbia Small Cap Growth I Z Fund (CMSCX) has an annual stock turnover rate of 149.00% that is higher than the Small Growth average of 131.92%. This could mean Columbia Small Cap Growth I Z is more nimble, but also signal potential high tax impact and high trading fees

See Columbia Small Cap Growth I Z Fund (CMSCX) performance details as of January 31, 2010

  

  

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Columbia Small Cap Growth I Z Fund (CMSCX) Net Asset

Track net asset change of Columbia Small Cap Growth I Z fund (CMSCX)

Date	Net Asset
01/2010	$628.61M
11/2009	$577.45M
10/2009	$546.77M

More historic net asset information on Columbia Small Cap Growth I Z Fund (CMSCX)

  

Columbia Small Cap Growth I Z Fund (CMSCX) Portfolio Allocation

Track portfolio allocation change of Columbia Small Cap Growth I Z fund (CMSCX)

Date	Cash	Stock	Bond	Other
11/2009	0.19%	99.82%	0%	0%
09/2009	2.59%	97.41%	0%	0%
08/2009	3.95%	96.05%	0%	0%

Click here to see more historic asset allocation information on Columbia Small Cap Growth I Z Fund (CMSCX)

  

Most Recent Top 10 Holdings in Columbia Small Cap Growth I Z Fund (CMSCX)

Discover what Columbia Small Cap Growth I Z Fund (CMSCX) manager is buying

30-Nov-09 Vistaprint NV [1.54%] SCHWEITZER MAUDIT [1.53%] Impax Laboratories, Inc. [1.53%] TEMPUR-PEDIC INTL [1.44%] NuVasive, Inc. [1.39%] DOLLAR THRIFTY AUTO [1.37%] WADDELL&REED FIN INC [1.34%] Neutral Tandem, Inc. [1.22%] Veeco Instruments Inc. [1.21%] Omnicell, Inc. [1.2%]

30-Sep-09 NuVasive, Inc. [1.34%] TEMPUR-PEDIC INTL [1.32%] Deckers Outdoor Corporation [1.28%] TNS INC [1.24%] Impax Laboratories, Inc. [1.23%] ICON plc [1.21%] ONYX Pharmaceuticals, Inc. [1.18%] Illumina, Inc. [1.03%] SOLERA HOLDINGS INC [0.94%] TiVo Inc. [0.94%]

31-Aug-09 ONYX Pharmaceuticals, Inc. [1.4%] TNS INC [1.31%] ICON plc [1.19%] Impax Laboratories, Inc. [1.19%] TEMPUR-PEDIC INTL [1.15%] SAVVIS, Inc. [1.11%] NuVasive, Inc. [1.08%] Corinthian Colleges, Inc. [1.01%] TiVo Inc. [0.99%] LUMBER LIQUIDATORS [0.98%]

Click here for Stock Holding Change Map in Columbia Small Cap Growth I Z Fund (CMSCX)

  

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See more information on Columbia Small Cap Growth I Z Fund (CMSCX)

• Columbia Small Cap Growth I Z Fund Insights
• Columbia Small Cap Growth I Z Fund Performance Data
• Columbia Small Cap Growth I Z Fund News
• Columbia Small Cap Growth I Z Fund Score Explaination
• Columbia Small Cap Growth I Z Fund Manager Information
• Historic Columbia Small Cap Growth I Z Fund Asset Allocation Report
• Historic Columbia Small Cap Growth I Z Fund Top 10 Holding Tracking
• Historic Columbia Small Cap Growth I Z Fund Asset Under Management Tracking