Columbia Retirement 2040 R
Banc Of America Funds Trust One Financial Center Boston, MA 02111
Map
Phone: 800-322-8222
| Category: | Target Date 2036-2040 | | Fund Family: | Columbia | | Net Assets: | 140.00K | | Year-to-Date Return: | -3.64% | | Yield: | 1.29% | | Morningstar Rating: |  | | Fund Inception Date: | 31-May-06 |
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Anwiti Bahuguna
Lead Manager since
31-Aug-06 | | | Bahuguna is Director of the Columbia Advisor. Bahuguna associated with the Advisor or its predecessors as an investment professional since 2002. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks the highest total return over time consistent with its asset mix. Total return includes capital growth and income. The fund normally invests in Class Z shares of various underlying funds that represent a variety of equity and fixed income asset classes. The underlying funds include funds that invest in equity securities of domestic and foreign issuers and large-, mid- and small-capitalization companies, and pursue various investment styles. The fund's assets mix becomes gradually more conservative as time passes, both leading up and particularly after retirement year around 2040. |
| Last Dividend
(23-Dec-09):
| 0.12 | | Last Cap Gain
(23-Dec-09):
| 0.01 | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 42.51% |
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| Expense | BFHRX | Category
Avg | | Total Expense Ratio: | 1.37%
| 0.64% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.24% | | Max Deferred Sales Load: | %
| 2.29% | | 3 Yr Expense Projection*: |
$ 435 | $909 | | 5 Yr Expense Projection*: |
$ 752 | $1,392 | | 10 Yr Expense Projection*: |
$ 1,651 | $2,629 |
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1.52% Nasdaq 0.00%
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