Columbia High Income Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | High Yield Bond | | Fund Family: | Columbia | | Net Assets: | 637.14M | | Year-to-Date Return: | 40.69% | | Yield: | 7.48% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Feb-00 |
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J. Matthew Philo
Lead Manager since
07-Mar-00 | | | Philo is a Senior Managing Director and a Co-Head of Fixed Income and Head of High Yield Division. He joined MacKay Shields in 1996 from Thorsell, Parker Partners Inc. where he was an analyst and Portfolio Manager focusing on mid-cap companies. Philo was previously with Moran Asset Management as an equity portfolio manager and analyst. He has been in the investment management and research industry since 1984. Philo 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 total return, consisting of a high level of income and capital appreciation. The fund invests at least 80% of total assets in domestic and foreign corporate high yield debt securities. These securities generally will be rated "BB" or "B" by Standard & Poor?s Corporation. Management may choose unrated securities as well. The fund may invest up to 20% of total assets in equity securities that may include convertible securities. It is not managed within any specific duration. |
| Last Dividend
(24-Nov-09):
| 0.04 | | Last Cap Gain
(26-Jun-08):
| 0.06 | | Annual Holdings Turnover
| 25.00% | | Average for Category:
| 90.06% |
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| Expense | NYPAX | Category
Avg | | Total Expense Ratio: | %
| 1.20% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.46% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $639 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $998 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,016 |
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0.01% Nasdaq 
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