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UMLCX - Columbia Select Small Cap Z

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Columbia Select Small Cap Z (UMLCX)
Expense Ratio: 1.09%
Expected Lifetime Fees: $32,156.67


The Columbia Select Small Cap Z fund (UMLCX) is a Small Growth fund started on 12/31/1992 and has $213.10 million in assets under management. The current manager has been running Columbia Select Small Cap Z since 2/19/2012. The fund is rated by Morningstar. This fund does not charge 12b-1 fees.

MarketRiders Prefers The Following ETF

Vanguard Small Cap Growth ETF (VBK)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Small Cap Growth ETF (VBK) is an Exchange Traded Fund. It is a "basket" of securities that index the Small Growth investment strategy and is an alternative to a Small Growth mutual fund. Fees are very low compared to a comparable mutual fund like Columbia Select Small Cap Z because computers automatically manage the stocks.




The Following Small Growth Funds Have Lower Fees Than Columbia Select Small Cap Z (UMLCX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
Alger Small Cap Growth Portfolio Class I-2 AASOX 66.9% 426 0.94%
Alger Small Cap Growth Z ASCZX 67.4% 235 0.99%
AllianceBern Small Cap Growth I QUAIX 107.0% 704 1.00%
Allianz AGIC Opportunity Instl POFIX 112.0% 169 0.96%
AQR Small Cap Momentum Fund Class L ASMOX 121.0% 119 0.66%
ASTON/TAMRO Small Cap I ATSIX 47.3% 966 1.05%
Baron Small Cap Fund Institutional Class BSFIX 32.8% 4,000 1.06%
BlackRock Small Cap Growth Equity Instl PSGIX 141.0% 1,300 0.80%
Boston Trust Small Cap BOSOX 31.0% 315 1.01%
Buffalo Small Cap BUFSX 24.0% 2,600 1.01%
Columbia Acorn USA Z AUS1Z 20.0% 1,600 1.05%
Columbia Acorn USA Z AUSAX 20.0% 1,600 1.05%
Columbia Acorn USA Z AUSTZ 20.0% 1,600 1.05%
Columbia Small Cap Growth I Z CMSCX 113.0% 981 1.04%
Columbia Small Cap Growth I Z CSM1Z 113.0% 981 1.04%
Dreyfus/The Boston Co Small Cap Gr I SSETX 176.1% 133 0.97%
Eagle Small Cap Growth I HSIIX 36.0% 2,400 0.82%
Eagle Small Cap Growth R5 HSRSX 36.0% 2,400 0.85%
Fidelity Advisor Small Cap Growth I FCIGX 106.0% 1,800 0.94%
Fidelity Small Cap Growth FCPGX 106.0% 1,800 0.95%
Franklin Small Cap Growth Adv FSSAX 63.1% 343 1.08%
GE Instl Small-Cap Equity Inv GSVIX 46.0% 925 0.89%
Harbor Small Cap Growth Instl HASGX 77.0% 475 0.85%
Hartford Small Cap Growth R5 HSLTX 70.0% 329 1.00%
Hartford Small Cap Growth Y HSLYX 70.0% 329 0.89%
Hartford Small Company HLS IA HIASX 99.0% 1,300 0.71%
Hartford Small Company I IHSIX 111.0% 645 1.08%
Hartford Small Company R5 IHSUX 111.0% 645 0.95%
Hartford Small Company Y HSCYX 111.0% 645 0.86%
Hartford SmallCap Growth HLS IA HISCX 62.0% 514 0.67%
Invesco Small Cap Growth I GTSVX 38.0% 1,700 0.83%
Invesco Small Cap Growth Y GTSYX 38.0% 1,700 1.02%
IronBridge Frontegra Small Cap IBSCX 32.0% 387 1.08%
Ivy Small Cap Growth I IYSIX 65.0% 713 1.07%
Janus Triton Fund Class A JGMAX 42.0% 3,000 1.02%
Janus Triton Fund Class I JSMGX 42.0% 3,000 0.76%
Janus Triton T JATTX 42.0% 3,000 0.94%
Janus Venture T JAVTX 54.0% 1,400 0.95%
JHancock Small Cap Equity I SPVIX 110.0% 399 0.90%
Legg Mason ClearBridge Small Cap Gr I SBPYX 24.0% 842 0.85%
LKCM Small Cap Equity Instl LKSCX 50.0% 803 0.96%
Loomis Sayles Small Cap Growth Instl LSSIX 76.0% 592 0.98%
Lord Abbett Developing Growth I LADYX 137.0% 2,300 0.74%
Lord Abbett Small Cap Blend I LSBYX 73.2% 821 0.98%
Morgan Stanley Inst Small Company Gr I MSSGX 26.0% 1,300 1.05%
Neuberger Berman Small Cap Growth Instl NBSMX 185.0% 119 0.90%
Nicholas Limited Edition I NCLEX 37.6% 251 0.89%
Northern Small Cap Core NSGRX 12.3% 166 0.75%
Nuveen Small Cap Select I ARSTX 69.0% 450 1.07%
Oppenheimer Discovery Y ODIYX 112.0% 1,400 0.86%
Pioneer Growth Opportunities Y GROYX 112.0% 538 0.75%
Prudential Jennison Small Company Fund Class Q PJSQX 44.0% 2,700 0.72%
Prudential Jennison Small Company Z PSCZX 44.0% 2,700 0.86%
Royce Value Plus Instl RVPIX 49.0% 1,700 1.06%
RS Small Cap Equity Y RSCYX 100.0% 104 0.96%
RS Small Cap Growth Y RSYEX 105.0% 565 1.05%
Scout Small Cap UMBHX 63.0% 229 1.03%
Sentinel Small Company I SIGWX 37.0% 2,300 0.68%
T. Rowe Price Diversified Sm Cap Growth PRDSX 16.9% 196 1.05%
T. Rowe Price New Horizons PRNHX 43.7% 9,000 0.81%
TCM Small Cap Growth TCMSX 91.0% 250 0.91%
TimesSquare Small Cap Growth Instl TSCIX 44.0% 776 1.06%
TimesSquare Small Cap Growth Instl TSS1Z 44.0% 776 1.06%
Vanguard Explorer Adm VEXRX 89.0% 8,900 0.34%
Vanguard Explorer Inv VEXPX 89.0% 8,900 0.50%
Vanguard Small Cap Growth Index Instl VSGIX 40.0% 8,500 0.08%
Vanguard Small Cap Growth Index Inv VISGX 40.0% 8,500 0.24%
Wells Fargo Advantage Divers Sm Cp Adm NVDSX 58.0% 127 1.00%
Wells Fargo Advantage Emerging Gr Instl WEMIX 59.0% 881 0.90%
Wells Fargo Advantage Trdtl Sm Cp Gr I EGRYX 123.0% 186 0.98%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.

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