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Columbia Funds Series Trust I Disciplined Small Cap Core Fd Cl C: (MF: LSMCX)

(NASDAQ Mutual Funds) As of Dec 9, 2019 08:00 PM ET

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$1.86 USD

-0.01 (-0.54%)

Zacks MF Rank 5-Strong Sell         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Oct 31, 2019

Total Return %* Percentile Rank Objective
YTD 12.57 87
3 months 0.56 26
6 months -3.24 75
1 Year -1.88 92
3 Year 3.68 96
5 Year 0.68 96
10 Year 7.61 95

* Annual for three years and beyond.

Zacks Premium Research for LSMCX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD -.84
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 10/31/2019 2.67
%Turnover 10/31/2019 86.00

Risk

3 Year 5 Year 10 Year
Beta 1.25 1.15 1.19
Alpha -12.08 -9.95 -7.09
R Squared 0.73 0.70 0.75
Std. Dev. 17.66 16.37 17.15
Sharpe 0.21 0.06 3.00

Sector / Country Weightings

As of 10/31/2019 % of Portfolio
Finance 21.85
Industrial Cyclical 11.87
Technology 11.45
Other 11.01
Health 10.97
Services 8.70
Retail Trade 8.06
Non-Durable 6.01
Utilities 4.31
Consumer Durables 3.21
Energy 2.56

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2019)
% of Portfolio Value (Mil$)
NA 2.97 2.55
PORTLAND GENERAL ELECTRIC 0.83 0.71
RADIAN GROUP INC 0.81 0.70
ESSENT GROUP LTD 0.81 0.69
SOUTHWEST GAS CORP 0.81 0.69
J2 GLOBAL INC 0.77 0.66
PS BUSINESS PARKS INC 0.76 0.66
SYNEOS HEALTH INC 0.74 0.64
CIRRUS LOGIC INC 0.72 0.62

Stock Holding % of Net Assets

As Of 8/31/2019
Total Issues 256
Avg. P/E 25.14
Avg. P/Book 3.40
Avg. EPS Growth 13.72
Avg. Market Value (Mil $) 2,062

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 23.62
Small Value 68.05
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00