- Fund Type: Open-End Fund
- Objective: Growth-Mid Cap
- Asset Class: Equity
- Geographic Focus: Global
Columbia Mid Cap Growth Opportunity Fund
Add to PortfolioINVPX:US
9.74 USD 0.01 0.10%As of 09:29:30 ET on 05/25/2012. Mutual Fund NAVs include dividends.
Snapshot for Columbia Mid Cap Growth Opportunity Fund (INVPX)
| Year To Date: | +6.45% | 3-Month: | -6.53% | 3-Year: | +13.58% | 52-Week Range: | 8.05 - 11.66 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -6.17% | 1-Year: | -14.07% | 5-Year: | +1.00% | Beta vs RDG: | 1.08 |
Fund Profile & Information for INVPX
Columbia Mid Cap Growth Opportunity Fund is an open-end fund incorporated in the USA. The Fund's objective is growth of capital. The Fund normally invests at least 80% of its net assets in equity securities. The Fund invests primarily in medium-sized companies and may also invest in small- and large-sized companies.
| Inception Date: | 06-04-1957 | Telephone: | 1-800-862-7919 |
|---|---|---|---|
| Managers: | JOHN SCHONBERG / SAMUEL MURPHY | ||
| Web Site: | www.riversource.com | ||
Fundamentals for INVPX
| NAV | (on 2012-05-25) 9.74 |
|---|---|
| Assets (M) | (on 2012-05-25) 699.30 |
| Fund Leveraged | N |
| Minimum Investment | 2,000.00 |
| Minimum Subsequent Investment | 100.00 |
Dividends for INVPX
| Dividend Type | Long Term Cap Gain |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | (on 2011-12-20) 0.41 |
| Dividend Yield (ttm) | - |
Fees & Expenses for INVPX
| Front Load | 5.75 |
|---|---|
| Back Load | 1.00 |
| Current Mgmt Fee | 0.74 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.25 |
| Expense Ratio | 1.25 |
Top Fund Holdings for INVPX
Filing Date: 03/30/2012| Name | Position | Value | % of Total |
|---|---|---|---|
| Herbalife Ltd | 171,388 | 11,794,922 | 1.534% |
| CF Industries Holdings Inc | 63,322 | 11,565,763 | 1.504% |
| Watson Pharmaceuticals Inc | 166,582 | 11,170,989 | 1.453% |
| Concho Resources Inc | 108,798 | 11,106,100 | 1.444% |
| Tempur-Pedic International Inc | 130,528 | 11,020,479 | 1.433% |
| Alliance Data Systems Corp | 87,484 | 11,019,485 | 1.433% |
| Edwards Lifesciences Corp | 134,981 | 9,817,168 | 1.276% |
| Avago Technologies Ltd | 250,394 | 9,757,854 | 1.269% |
| Alexion Pharmaceuticals Inc | 103,352 | 9,597,267 | 1.248% |
| Joy Global Inc | 125,223 | 9,203,891 | 1.197% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
Sponsored Links
Top Forex Trading Resources
Advertisement
Advertisement
Advertisements
Rate this Page