CMSCX Rating, Research - Columbia Small Cap Growth I Z

Columbia Small Cap Growth I Z (cmscx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 38

Threats + Weaknesses = 25

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cmscx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Small Cap Growth I Z (CMSCX) Description: CMSCX is a mutual fund, which is an investment that owns a basket of assets. The CMSCX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the large fund size classification. CMSCXs minimum initial investment amount is $2500 while the IRA minimum is $1000. CMSCXs expense ratio is roughly 1%. The latest CMSCXs front end load was 0% and the back end load was 0%. The Columbia Small Cap Growth I Z (CMSCX) mutual fund falls under the small growth category. CMSCX focuses its investments in USA and CMSCX is not affiliated with a particular industry or fund sector. The Columbia Small Cap Growth I Z (CMSCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CMSCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CMSCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of companies with small market capitalizations or investments with similar economic characteristics, such as futures. Companies with small market capitalizations generally are those with market capitalizations of $2.5 billion or less but may include companies with market capitalizations of up to $5 billion so long as the purchase of those securities would not cause the average weighted market capitalization of the fund to exceed $3 billion.

Management Analysis Update

Performance Analysis Update