Columbia Acorn Select Z
227 W Monroe Ste 3000 Chicago IL 60606
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Phone: 800-345-6611
| Category: | Mid-Cap Growth | | Fund Family: | Columbia | | Net Assets: | 1.12B | | Year-to-Date Return: | 46.84% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Nov-98 |
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Ben Andrews
Lead Manager since
11-Mar-04 | | | Andrews is a Portfolio Manager and Analyst of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 1998. Andrews became Vice President of the Trust since 2004. |
| 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 growth. The fund normally invests in companies with market capitalizations under $20 billion at the time of initial purchase. It may invest up to 33% of total assets in companies in developed markets (for example, Japan, Canada and the U. K.) and emerging markets (for example, China, Brazil and India). The fund is nondiversified. |
| Last Dividend
(6-Jun-06):
| 0.05 | | Last Cap Gain
(11-Jun-08):
| 0.69 | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 130.04% |
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| Expense | ACTWX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.46% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 303 | $716 | | 5 Yr Expense Projection*: |
$ 525 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,166 | $2,071 |
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0.34% Nasdaq 0.00%
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