Columbia Emerging Markets Opp Z
Columbia Funds Series Trust II
Map
Phone: 800-345-6611
| Category: | Diversified Emerging Mkts | | Fund Family: | Columbia | | Net Assets: | 396.93M | | Year-to-Date Return: | 0.68% | | Yield: | 0.49% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 26, 2010 |
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Dara White
Lead Manager since Feb 28, 2013 | | | Dara is a specialist in North American and Latin equities within the International/Global Equity Team. In this role, Dara works closely with our US large cap and research teams. His prior responsibilities included managing the RCM Emerging Markets Equity fund as well as working as a research/portfolio associate for the Global/International Team. He joined RCM in 1998. Dara earned his BS in finance and marketing from Boston College in 1997, and his CFA designation in 2001. |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 0 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks long-term capital growth.
Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) will be invested in securities of companies that are located in emerging market countries, or that earn 50% or more of their total revenues from goods or services produced in emerging market countries or from sales made in emerging market countries. It can invest in securities of companies of any size, including small- and mid-capitalization companies. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Mar 11, 2013)
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| 0.00 | | Annual Holdings Turnover
(Mar 12, 2013)
:
| 117.00% | | Average for Category: | 60.67% |
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| Expense | CEOZX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.59% | 1.60% | | Prospectus Net Expense Ratio: | 1.53% | N/A | | Prospectus Gross Expense Ratio: | 1.64% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.33% | | Max Deferred Sales Load:
| N/A | 1.77% | | 3 Yr Expense Projection*: | 507 | 934 | | 5 Yr Expense Projection*: | 881 | 1,313 | | 10 Yr Expense Projection*: | 1,934 | 2,721 |
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0.04(0.47%) Mar 15