Columbia Balanced Z
Columbia Funds Series Trust I One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Moderate Allocation | | Fund Family: | Columbia | | Net Assets: | 212.19M | | Year-to-Date Return: | -1.93% | | Yield: | 2.13% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Sep-91 |
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Leonard A. Aplet
Lead Manager since
31-Oct-91 | | | Aplet, a managing director of Columbia Management Advisors, LLC, has been associated with Columbia Management Advisors, LLC or its affiliates since 1987. Prior to joining the firm, he was a portfolio manager at the Farmer's Home Administration in Seattle. Aplet holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high total return. The fund normally invests in a mix of equity and debt securities. It invests between 35% and 65% of net assets in each asset class. With respect to its equity securities investments, the fund invests primarily in equity securities of large-capitalization companies; With respect to its debt securities investments, it invests primarily in securities that are rated investment grade. The fund may invest up to 10% of total assets in securities that are rated below investment grade. |
| Last Dividend
(4-Dec-09):
| 0.13 | | Last Cap Gain
(10-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 87.10% |
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| Expense | CBALX | Category
Avg | | Total Expense Ratio: | 0.82%
| 1.02% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ 262 | $643 | | 5 Yr Expense Projection*: |
$ 455 | $981 | | 10 Yr Expense Projection*: |
$ 1,014 | $1,907 |
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0.42% Nasdaq 
0.16 (0.69%) 
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