Columbia European Equity B
Columbia Funds Series Trust II
Map
Phone: 800-345-6611
| Category: | Europe Stock | | Fund Family: | Columbia | | Net Assets: | 368.32M | | Year-to-Date Return: | 1.78% | | Yield: | 0.49% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 25, 2000 |
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Dan Ison
Lead Manager since Apr 20, 2009 | | | "Dan Ison, Lead Portfolio Manager
⢠Head of Pan European equities team.
⢠Managed the Fund since 2011.
⢠Joined Threadneedle in 2007.
⢠Began investment career in 1994 as a portfolio manager for Baring Asset Management, 1994 to 2001. Partner/Director, Beaumont Capital/Schroders, 2001 to 2007.
⢠BA, Oxford University." |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 100 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks capital appreciation.
The fund primarily invests in equity securities of European companies that are believed to offer growth potential. Under normal market conditions, it invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of European companies. Although the fund emphasizes investments in developed countries, it also may invest in securities of companies located developing or emerging markets. The fund will normally have exposure to foreign currencies. |
| Last Dividend
(Dec 19, 2010)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 126.00% | | Average for Category: | 73.88% |
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| Expense | AEEBX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 2.27% | 1.60% | | Prospectus Net Expense Ratio: | 2.26% | N/A | | Prospectus Gross Expense Ratio: | 2.33% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| 5.00% | 2.55% | | 3 Yr Expense Projection*: | 1,021 | 967 | | 5 Yr Expense Projection*: | 1,439 | 1,268 | | 10 Yr Expense Projection*: | 2,473 | 2,533 |
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0.01(0.15%) May 17