SMCEX Rating, Research - Columbia Small Cap Core Z

Columbia Small Cap Core Z (smcex)

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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 = 34

Threats + Weaknesses = 18

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund mainly invests in common stocks (see stock research) of small and midsize U.S. companies (growth or value stocks (see stock research) or both) that the manager believes have favorable investment potential.

Management Analysis Update

The smcex fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update