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Columbia Small Cap Growth I R (CCRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.92+0.29 (+1.34%)
At close: 08:00PM EDT

Columbia Small Cap Growth I R

Boston MA 02111

One Financial Center

Columbia Funds Series Trust I

Management information
Wayne M. Collette,Lead manager since 2 February 2006
Wayne Collette is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Collette is a co-portfolio manager for small-cap growth and small/mid-cap growth portfolios. Mr. Collette joined one of the Columbia Threadneele Investments legacy firms in 2001 where he was an analyst and was promoted to senior portfolio manager in 2006. Previously, Mr. Collette served as an equity research analyst at Neuberger Berman and Schroder Capital Management, covering small- and mid-cap stocks. He has been a member of the investment community since 1996 Mr. Collette receieved a B.A. in political science from Brandeis University and and MBA in finance from Columbia Business School for Columbia University. In addition, he is a member of the CFA Society of Portland and holds the Chartered Financial Analyst designation.
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 Growth
Fund familyColumbia Threadneedle
Net assets1.85B
YTD return5.94%
Yield0.00%
Morningstar rating★★★
Inception date26 Sept 2010

Fund operations

Last dividendN/A
Last cap gain-11.00
Holdings turnover118.00%
Average for categoryN/A

Fees and expenses

ExpenseCCRIXCategory average
Annual report expense ratio (net)1.49%1.21%
Prospectus net expense ratio1.49%N/A
Prospectus gross expense ratio1.53%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A