Columbia Mid Cap Growth Opportunity B
Columbia Funds Series Trust II
Map
Phone: 800-345-6611
| Category: | Mid-Cap Growth | | Fund Family: | Columbia | | Net Assets: | 653.76M | | Year-to-Date Return: | 5.39% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Mar 19, 1995 |
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John Schonberg
Lead Manager since Oct 30, 2006 | | | John joined the RiverSource Investments in 1997 as a Senior Portfolio Manager managing growth portfolios for institutions. Before being promoted to his current role in 2005 John led a U.S. market neutral hedge fund team. Prior to joining RiverSource Investments, Mr. Schonberg worked at Piper Jaffray for 10 years as an equity Portfolio Manager, a fundamental equity analyst, and a technical analyst. Mr. Schonberg earned his B.S. degree in finance from the University of Nebraska in 1987. |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 100 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks to provide shareholders with growth of capital.
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) at the time of purchase in the common stocks of mid-capitalization companies. The Investment Manager defines mid-cap companies as those whose market capitalization (number of shares outstanding multiplied by the share price) falls within the market capitalization range of the companies that comprise the Russell Midcap® Index (the index). The fund may also invest up to 20% of its total assets in foreign securities. |
| Last Dividend
(Dec 19, 2010)
:
| 0.00 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Mar 12, 2013)
:
| 122.00% | | Average for Category: | 71.72% |
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| Expense | IDQBX | Category Avg |
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| Annual Report Expense Ratio (net): | 2.05% | 1.35% | | Prospectus Net Expense Ratio: | 2.05% | N/A | | Prospectus Gross Expense Ratio: | 2.07% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| 5.00% | 2.44% | | 3 Yr Expense Projection*: | 947 | 569 | | 5 Yr Expense Projection*: | 1,313 | 907 | | 10 Yr Expense Projection*: | 2,211 | 1,845 |
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0.07(0.79%) Mar 15