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Columbia Balanced Z (CBALX)On Feb 9: 23.22  Up 0.16 (0.69%)  
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Profile  As of 31-Jan-10Get Profile for:
Columbia Balanced Z
Columbia Funds Series Trust I One Financial Center Boston MA 02111
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Phone: 800-345-6611
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FUND OVERVIEW 
Category:Moderate Allocation
Fund Family:Columbia
Net Assets:212.19M
Year-to-Date Return:-1.93%
Yield:2.13%
Morningstar Rating:4 stars
Fund Inception Date:12-Sep-91
MORNINGSTAR STYLE BOX 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
CBALX can be purchased from 9 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseCBALXCategory
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
* Per $10,000 invested


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