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Columbia Select Small Cap Value Fund Institutional Class (CSSZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.99+0.84 (+3.34%)
At close: 08:00PM EST

Columbia Select Small Cap Value Fund Institutional Class

Columbia Funds Series Trust II



Management information
Kari Montanus,Lead manager since 1 January 2014
Kari Montanus is a portfolio manager on the Columbia Focused Value Team at Columbia Threadneedle Investments. Ms. Montanus joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, she worked for Goldman Sachs & Co. as a vice president of investment research. Prior to that, she was an associate analyst of equity research for Morgan Stanley Dean Witter & Co. and for Morgan Stanley & Company in their Tokyo, Japan office. Ms. Montanus received a B.A. in international relations from Stanford University and an MBA in finance from The Wharton School, University of Pennsylvania.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Value
Fund familyColumbia Threadneedle
Net assets586.06M
YTD return21.44%
Morningstar rating★★★
Inception date26 Sep 2010

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover17.00%
Average for categoryN/A

Fees and expenses

ExpenseCSSZXCategory average
Annual report expense ratio (net)1.03%1.16%
Prospectus net expense ratio1.03%N/A
Prospectus gross expense ratio1.06%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.15%
3-yr expense projection334N/A
5-yr expense projection582N/A
10-yr expense projection1,291N/A