Columbia Retirement 2040 Z
One Financial Center Boston MA 02111
Map
Phone: 800-322-8222
| Category: | Target Date 2036-2040 | | Fund Family: | Columbia | | Net Assets: | 5.81M | | Year-to-Date Return: | 25.17% | | Yield: | 1.34% | | 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: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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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
(26-Dec-08):
| 0.13 | | Last Cap Gain
(26-Dec-08):
| 0.21 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 44.19% |
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| Expense | BFHZX | Category
Avg | | Total Expense Ratio: | %
| 0.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.24% | | Max Deferred Sales Load: | %
| 2.29% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $797 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,273 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,553 |
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