AMVAX (Columbia:MdCp Vl Op;A)
Net Asset Value: 8.04
1-Day Return:
0.05 (0.63%)
YTD Return as of 2/9/12:
11.51%
Classification: Mid-Cap Value Objective: Mid-Cap Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 11.51 | -1.65 | 21.57 | 0.85 | NA |
| Classification | 10.07 | 0.36 | 21.95 | 0.63 | 7.15 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 19 | 78 | 51 | 44 | NA |
Fund Stats
More| Investment Objective: | Mid-Cap |
|---|---|
| Net Assets ($Mil) | 940.60 |
| Inception Date: | 2/14/02 |
| Manager Name, Tenure | Schroll/Spahr/Stocking, 2003 / 2003 / 2006 |
| Expense Ratio: | 1.29% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.75% 0.00% |
Top 10 Holdings (As of 11/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Lorillard Inc Ord | LO | 3.32 |
| Cit Group Inc Ord | CIT | 2.99 |
| Cooper Industries Plc Ord | CBE | 2.93 |
| Columbia Short Term Cash Fund | NA | 2.70 |
| Mylan Inc Ord | MYL | 2.60 |
| Enbridge Inc Ord | ENB | 2.46 |
| Agilent Technologies Inc Ord | A | 2.39 |
| Xl Group Plc Ord | XL | 2.32 |
| Ppg Industries Inc Ord | PPG | 2.15 |
| Newfield Exploration Co Ord | NFX | 2.10 |
| % of Total Holdings | 25.96 | |
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