CSCZX Rating, Research - Columbia Small Cap Value I Z

Columbia Small Cap Value I Z (csczx)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 17

Threats + Weaknesses = 16

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

Fund Management Team

Fund Description Update

Columbia Small Cap Value I Z (CSCZX) Description: CSCZX is a mutual fund, which is an investment that owns a basket of assets. The CSCZX 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. CSCZXs minimum initial investment amount is $2500 while the IRA minimum is $1000. CSCZXs expense ratio is roughly 1%. The latest CSCZXs front end load was 0% and the back end load was 0%. The Columbia Small Cap Value I Z (CSCZX) mutual fund falls under the small value category. CSCZX focuses its investments in USA and CSCZX is not affiliated with a particular industry or fund sector. The Columbia Small Cap Value I Z (CSCZX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CSCZXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CSCZXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks the highest total return consistent with its asset mix. The fund invests in other American Century mutual funds that represent a variety of asset classes and investment styles. The target date in the fund name refers to the approximate year an investor plans to retire and stop making new investments in the fund. The current target allocation of the funds to invest 59.7% of assets in underlying funds that invest in stocks (see stock research), 35.3% of assets in underlying funds that invest in bonds, and 5% of assets in underlying funds that invest in cash equivalents.


Management Analysis Update


Performance Analysis Update