Columbia Blended Equity Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Large Blend | | Fund Family: | Columbia | | Net Assets: | 159.37M | | Year-to-Date Return: | 21.60% | | Yield: | 0.83% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Apr-85 |
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Dhruv V. Toolsidas
Lead Manager since
26-Jun-08 | | | Toolsidas is Vice President of the Advisor. Toolsidas associated with the Advisor or its predecessors as an investment professional since 2007 and was previously associated with U.S. Trust from 2003-2007. Toolsidas holds the charted 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 long-term capital appreciation. The fund invests at least 80% of total assets in equity securities, including common stocks of companies that the Advisor believes have value that is not currently reflected in their market prices. It may invest in companies that have market capitalizations of any size. The fund may invest in foreign securities, including securities of companies in emerging market countries. It may also invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
(8-Dec-09):
| 0.07 | | Last Cap Gain
(26-Jun-08):
| 2.14 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 78.74% |
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| Expense | UMEQX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.47% Nasdaq 
0.14 (0.65%) 
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