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ISGDX
Mutual Fund ticker: NASDAQ
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Columbia Integrated Small Cap Gr A (ISGDX) Ownership - Who owns Columbia Integrated Small Cap Gr A?

The investment seeks to provide shareholders with capital appreciation... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Marshall Funds Inc111 East Kilbourn AvenueMilwaukee
Phone
N/A
Web
www.bmofunds.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
1.24
Min. Initial Investment
2000.00
Fund Existence
about 8 years
Turnover
58.00
Front Load
5.75
Net Assets
23667338.00
Manager Tenure
N/A

Fundamentals

ISGDX
Net Assets
23.7M
Fund Existence
about 8 years
Turnover
58.00
Total Expense Ratio
1.24
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.59
Assets in Top Ten Holdings
7.48M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
20.4M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
144.00
Number of Net Holdings
144.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
17.12%
Gain YTD
7.564
Annual Yield % from dividends
0.00
Returns for 1 year
4.48
Returns for 3 years
10.06
Returns for 5 years
-14.13
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Marshall Funds Inc111 East Kilbourn AvenueMilwaukee
Phone
N/A
Web
www.bmofunds.com