Columbia Small/Mid Cap Value Fund Class A (AMVAX)
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Columbia Small/Mid Cap Value Fund Class A
Columbia Funds Series Trust II
225 FRANKLIN STREET
BOSTON MA 02110
800-345-6611
Management Information
Jarl Ginsberg,Lead Manager since September 11, 2013
Jarl Ginsberg is a portfolio manager with Columbia Management Investment Advisers, LLC . Previously, he is a portfolio co-manager and senior research analyst Columbia Management, responsible for Nations Small Cap Value Fund. Mr. Ginsberg may also manage other investment products for both BACAP and Columbia Management. He is responsible for research, stock selection and portfolio construction for the small-cap product. Prior to joining the Value Strategies Team in 2003, Mr. Ginsberg worked for Pilgrim, Baxter, & Associates from 2002 to 2003 as a research analyst, and BlackRock Inc. as co-manager for the mid-cap value product and analyst for the small-cap value product from 1998 to 2002. Mr. Ginsberg has been in the investment community since 1987. Mr. Ginsberg earned his bachelor's degree in Applied Mathematics/Economics from Brown University and his MPPM in Finance from the Yale School of Management. He is a member of the New York Society of Security Analysts and is a member of CFA Institute (formerly AIMR).
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Morningstar Category
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Fund Overview
CategorySmall Value
Fund FamilyColumbia
Net Assets510.33M
YTD Return-16.70%
Yield0.71%
Morningstar Rating★★★★
Inception DateFeb 13, 2002
Fund Operations
Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover28.00%
Average for CategoryN/A
Fees & Expenses
ExpenseAMVAXCategory Average
Annual Report Expense Ratio (net)1.24%1.16%
Prospectus Net Expense Ratio1.24%N/A
Prospectus Gross Expense Ratio1.24%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection946N/A
5 Yr Expense Projection1,217N/A
10 Yr Expense Projection1,989N/A
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