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    Columbia New York Tax-Exempt Z (CNYZX)

    7.56 0.00(0.00%) Apr 17

    Profile as of Mar 30, 2015Get Profile for:
    Columbia New York Tax-Exempt Z
    Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
    Map
    Phone: 800-345-6611
    Fund Overview 
    Category:Muni New York Long
    Fund Family:Columbia
    Net Assets:177.94M
    Year-to-Date Return:1.47%
    Yield:3.80%
    Morningstar Rating:5 stars
    Fund Inception Date:Sep 1, 2011
    Morningstar Style Box 
    Muni New York Long
    [View Category Definition]
    View Top Muni New York Long Funds
    About the Morningstar Style Box
    Management Information 
    Catherine M. Stienstra
    Lead Manager since Oct 1, 2010
    Director and Senior Portfolio Manager of the Columbia Management Investment Advisers, LLC; associated with the Columbia Management Investment Advisers, LLC as an investment professional since 2007. Sector Leader of the Adviser’s Municipal Bond Team from 2007 to 2010. Prior to 2007, Ms. Stienstra was employed by FAF Advisors, Inc. (formerly USBancorp Asset Management) from 1998 to 2007, where she was a Director and Senior Portfolio Manager. Ms. Stienstra began her investment career in 1988 and earned a B.A. from the University of Nebraska.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:100
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    CNYZX can be purchased from 10 brokerages.

    Fund Summary 
    The investment seeks total return, consisting of current income exempt from federal income tax and New York individual income tax and of capital appreciation, consistent with moderate fluctuation of principal. The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal bonds that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax) and New York individual income tax. It primarily invests in municipal securities that are rated investment grade or are unrated but determined to be of comparable quality. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Mar 30, 2015) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 15, 2015) : 11.00%
    Average for Category:13.46%
    Fees & Expenses 
    ExpenseCNYZXCategory Avg
    Annual Report Expense Ratio (net):0.53%0.93%
    Prospectus Net Expense Ratio:0.53%N/A
    Prospectus Gross Expense Ratio:0.68%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A4.03%
    Max Deferred Sales Load: N/A2.48%
    3 Yr Expense Projection*:202486
    5 Yr Expense Projection*:364709
    10 Yr Expense Projection*:8321,337
    * Per $10,000 invested