Columbia Capital Allocation Mod Agrsv T
Columbia Funds Series TrustOne Financial CenterBoston MA 02111
Map
Phone: 800-345-6611
| Category: | Moderate Allocation | | Fund Family: | Columbia | | Net Assets: | 2.29B | | Year-to-Date Return: | 5.51% | | Yield: | 1.67% | | Morningstar Rating: |  | | Fund Inception Date: | Mar 6, 2011 |
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Jeffrey L. Knight
Lead Manager since Feb 10, 2013 | | | Jeffrey L. Knight, CFA
Head of Global Asset Allocation of Columbia Management Investment Advisers, LLC; associated with Columbia as an investment professional since 2013. Prior to February 2013, Mr. Knight was employed at Putnam Investments. Mr. Knight began his investment career in 1987 and earned a B.A. from Colgate University and an MBA from the Tuck School of Business at Dartmouth College. |
| Min Initial Investment: | 2,000 | | 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 the highest level of total return that is consistent with a moderate aggressive level of risk.
The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds). It may also invest up to 20% of net assets in other funds, including third-party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities (TIPS)) and derivative instruments. |
| Last Dividend
(Mar 11, 2013)
:
| 0.02 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 16, 2013)
:
| 42.00% | | Average for Category: | 71.92% |
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| Expense | CGGTX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.56% | 0.98% | | Prospectus Net Expense Ratio: | 1.29% | N/A | | Prospectus Gross Expense Ratio: | 1.29% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | 5.75% | 5.29% | | Max Deferred Sales Load:
| N/A | 2.51% | | 3 Yr Expense Projection*: | 960 | 597 | | 5 Yr Expense Projection*: | 1,242 | 921 | | 10 Yr Expense Projection*: | 2,042 | 1,819 |
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0.09(0.70%) May 22