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  • Fund Type: Open-End Fund
  • Objective: Growth-Large Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Columbia Funds Series Trust - Columbia Marsico Growth Fund

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CMWIX:US

26.93 USD 0.14 0.52%

As of 09:29:30 ET on 05/23/2013.

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Snapshot for Columbia Funds Series Trust - Columbia Marsico Growth Fund (CMWIX)

Year To Date: +18.68% 3-Month: +12.23% 3-Year: - 52-Week Range: 21.43 - 27.34
1-Month: +6.28% 1-Year: +23.25% 5-Year: - Beta vs SPX: 1.05

Mutual Fund Chart for CMWIX

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  • CMWIX:US 26.93
  • 1M
  • 1Y
Interactive CMWIX Chart

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Fund Profile & Information for CMWIX

Columbia Funds Series Trust - Columbia Marsico Growth Fund is an open-end fund incorporated in the USA. The Fund seeks long-term growth of capital. The Portfolio invests primarily in equity securities of large capitalization companies that are selected for their growth potential.

Inception Date: 09-27-2010 Telephone: 1-800-345-6611
Managers: THOMAS F MARSICO / CORALIE TOURNIER WITTER
Web Site: www.columbiafunds.com

Fundamentals for CMWIX

NAV (on 2013-05-23) 26.93
Assets (M) (on 2013-05-22) 2,261.84
Fund Leveraged N
Minimum Investment 0.00
Minimum Subsequent Investment 0.00

Dividends for CMWIX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2012-12-13) 0.13
Dividend Yield (ttm) 0.47

Fees & Expenses for CMWIX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.66
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 0.87

Top Fund Holdings for CMWIX

Filing Date: 03/28/2013
Name Position Value % of Total
Gilead Sciences Inc 2,402,075 117,533,530 5.342%
Bristol-Myers Squibb Co 2,305,874 94,978,950 4.317%
eBay Inc 1,739,988 94,342,149 4.288%
Biogen Idec Inc 471,281 90,914,818 4.132%
CBS Corp 1,439,982 67,232,760 3.056%
Wells Fargo & Co 1,780,957 65,877,599 2.994%
Schlumberger Ltd 864,733 64,759,854 2.943%
Monsanto Co 609,696 64,402,188 2.927%
Google Inc 79,194 62,882,412 2.858%
Lowe's Cos Inc 1,653,547 62,702,502 2.850%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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