AMVCX : Columbia Small/Mid Cap Value Fund Class C

AMVCX is a US Stocks Market Small Value with HIGH fees.

AMVCX

Columbia Small/Mid Cap Value Fund Class C

FI Score

36 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

36% FI Score
  • amvcx
  • Mutual Fund
  • US Stocks
  • Small Value

Columbia Small/Mid Cap Value Fund Class C

Expenses: 1.98% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks to provide shareholders with long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small- and medium-sized companies. These equity securities generally include common stocks and may also include real estate investment trusts. Small- and medium-sized companies are those whose market capitalizations at the time of purchase fall within the market capitalization range of the Russell 2500® Value Index.

Largest Holdings

Amount Holding
1.89% Alexandria Real Estate Equities Inc
1.86% First Industrial Realty Trust Inc
1.84% Nexstar Media Group Inc Class A
1.82% D.R. Horton Inc
1.81% Sun Communities Inc
1.81% Houlihan Lokey Inc Class A
1.78% Horizon Therapeutics PLC
1.74% Popular Inc
1.70% Leidos Holdings Inc
1.69% Teleflex Inc
1.66% Booz Allen Hamilton Holding Corp Class A
1.63% Ciena Corp
1.63% Take-Two Interactive Software Inc
1.58% Voya Financial Inc
1.58% Alliant Energy Corp
1.56% Duke Realty Corp
1.56% Synnex Corp
1.56% CMS Energy Corp
1.55% Treehouse Foods Inc
1.52% Flagstar Bancorp Inc
1.51% Prosperity Bancshares Inc
1.50% WPX Energy Inc Class A
1.48% Grand Canyon Education Inc
1.45% Western Alliance Bancorp
1.43% LHC Group Inc

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