Columbia Federal Securities B
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Intermediate Government | | Fund Family: | Columbia | | Net Assets: | 25.10M | | Year-to-Date Return: | 0.42% | | Yield: | 2.62% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Jun-92 |
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Jonathan P Carlson
Lead Manager since
30-Jun-07 | | | Carlson is a Director of the Advisor. He associated with the Advisor as an investment professional since June 2007. From August 2004 to June 2007, Carlson was a portfolio manager and partner at Merganser Capital Management. He was a portfolio manager at CIGNA Investment Management from August 2002 until August 2004. Carlson 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 total return, consisting of current income and capital appreciation. The fund normally invests at least 80% of net assets in U.S. Government securities, including U.S. Treasury securities and securities of various U.S. Government agencies and instrumentalities. Under normal circumstances, its duration is between one and ten years. The fund may also invest up to 20% of net assets in corporate bonds or mortgage- and other asset-backed securities issued by non-governmental entities that are rated investment grade. |
| Last Dividend
(30-Sep-09):
| 0.02 | | Last Cap Gain
(9-May-94):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 402.53% |
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| Expense | CFSOX | Category
Avg | | Total Expense Ratio: | 1.73%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.12% | | Max Deferred Sales Load: | 5.00%
| 2.74% | | 3 Yr Expense Projection*: |
$ 845 | $493 | | 5 Yr Expense Projection*: |
$ 1,139 | $736 | | 10 Yr Expense Projection*: |
$ 1,842 | $1,432 |
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