Nasdaq - Delayed Quote USD

Columbia Funds Series Trust I - Columbia Pacific/Asia Fund (USPAX)

3.2500 0.0000 (0.00%)
As of March 19 at 8:01 PM EDT. Market Open.

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies located in Asia and the Pacific Basin, which includes Australia, New Zealand and India, and other countries within this region (the Pacific/Asia region).

Columbia Funds Series Trust I - Columbia Pacific/Asia Fund

Columbia Funds Series Trust I
One Financial Center
800-345-6611

Fund Overview

Category Diversified Pacific/Asia
Fund Family Columbia Threadneedle
Net Assets 133M
YTD Return 1.92%
Yield 0.05%
Morningstar Rating
Inception Date Dec 31, 1992

Fund Operations

Last Dividend 0.08
Last Cap Gain 0.00
Holdings Turnover 42.00%
Average for Category --

Fees & Expenses

Expense USPAX Category Average
Annual Report Expense Ratio (net) 1.28% 0.59%
Prospectus Net Expense Ratio 1.28% --
Prospectus Gross Expense Ratio 1.28% --
Max 12b1 Fee 0.00% --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 406 --
5 Yr Expense Projection 702 --
10 Yr Expense Projection 1,545 --

Management Information

Christine Seng, Lead Manager since June 02, 2014

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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