Columbia Small Mutual Fund Money Managers
| CVVRX Fund | USD 51.79 0.22 0.43% |
Break down of Columbia Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Columbia Small's future under-performance.
| Jeremy Javidi Executive Fund Manager |
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Columbia |
Columbia Small Net Asset Comparison
Columbia Small Cap is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 33.28 Billion. Columbia Small holds roughly 693.95 Million in net asset claiming about 2.09% of funds listed under Small Value category.
Columbia Small Cap Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Columbia Small Cap Price Series Summation is a cross summation of Columbia Small price series and its benchmark/peer.
Columbia Small Stakeholder
| Jeremy Javidi | Fund Manager | Profile |
About Columbia Small Management Performance
The success or failure of an entity such as Columbia Small Cap often depends on how effective the management is. Columbia Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Columbia management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Columbia management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index at the time of purchase, that the funds investment manager believes are undervalued. It may invest up to 20 percent of its total assets in foreign securities.
Please note that past performance is not an indicator of the future performance of Columbia Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Small Cap Annual Yield
In accordance with the recently published financial statements, Columbia Small Cap has an Annual Yield of 0.0062%. This is 99.8% lower than that of the Columbia family and significantly higher than that of the Small Value category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Columbia Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the CEOs Directory module to screen CEOs from public companies around the world.