CSMIX Rating, Research - Columbia Small Cap Value I A

Columbia Small Cap Value I A (csmix)

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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 csmix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Small Cap Value I A (CSMIX) Description: CSMIX is a mutual fund, which is an investment that owns a basket of assets. The CSMIX 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. CSMIXs minimum initial investment amount is $2000 while the IRA minimum is $1000. CSMIXs expense ratio is roughly 1%. The latest CSMIXs front end load was 6% and the back end load was 0%. The Columbia Small Cap Value I A (CSMIX) mutual fund falls under the small value category. CSMIX focuses its investments in USA and CSMIX is not affiliated with a particular industry or fund sector. The Columbia Small Cap Value I A (CSMIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CSMIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CSMIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return with a secondary objective of principal preservation. The fundses a moderate asset allocation strategy designed for investors expecting to retire around the year 2030. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fundses an asset allocation strategy that becomes increasingly conservative until it reaches 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2030).


Management Analysis Update


Performance Analysis Update