INVPX (Columbia:MdCp Gr Op;A)
Net Asset Value: 9.76 1-Day Return: 0.09 (0.93%) YTD Return as of 5/23/12:Up 6.67%

Classification: Mid-Cap Growth   Objective: Growth & Income   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.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 6.67 -13.60 13.69 0.85 3.77
Classification 7.15 -3.77 19.20 1.30 5.74
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)6398975888

Fund Stats

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Investment Objective:Growth & Income
Net Assets ($Mil)713.50
Inception Date:12/31/59
Manager Name, TenureGeorge J. Myers, 2011
Expense Ratio: 1.25%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%

Top 10 Holdings (As of 2/29/12)

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Company NameSymbol% Net Assets
Concho Resources Inc Ord CXO 1.50
Herbalife Ltd Ord HLF 1.46
Edwards Lifesciences Corp Ord EW 1.27
Cf Industries Holdings Inc Ord CF 1.27
Watson Pharmaceuticals Inc Ord WPI 1.25
Cameron International Corp Ord CAM 1.23
Panera Bread Co Ord PNRA 1.22
Avago Technologies Ltd Ord AVGO 1.21
Electronic Arts Inc Ord EA 1.20
Tempur-pedic International Inc Ord TPX 1.16
% of Total Holdings 12.77

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