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:Up 11.51%

Classification: Mid-Cap Value   Objective: Mid-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

NAV Chart | Growth of $10,000
Fund Chart

Total Returns (As of 2/09/2012)

More
 YTD1Yr3Yr5Yr10Yr
Fund 11.51 -1.65 21.57 0.85NA
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)19785144NA

Fund Stats

More
Investment Objective:Mid-Cap
Net Assets ($Mil)940.60
Inception Date:2/14/02
Manager Name, TenureSchroll/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 NameSymbol% 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

View Overview for:

Read More Read More Read More Read More