U
Column Small Cap Fund CFSLX
NASDAQ
Recommendation
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Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Qualified Investment
Top Holdings
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Performance
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Beta
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Forward Dividend Yield
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Company Information
Provider
Column Funds
Manager/Tenure
(Years)
Todd Beiley (2), Jon K Christensen (2), Robert W. D'Alelio (2), 21 others
Address
c/o U.S. Bank Global Fund Services
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Country
United States
Phone Number
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Investment Strategy
The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of net assets (plus any borrowings for investment purposes) in common stocks of small capitalization companies (“small-cap companies”). The fund manager defines small-cap companies as companies with market capitalizations within the collective range of the Russell 2000® and S&P SmallCap 600® Indices.