Columbia World Equity B
One Financial Center Boston MA 02111
Map
Phone: 800-422-3737
| Category: | World Stock | | Fund Family: | Columbia | | Net Assets: | 1.21M | | Year-to-Date Return: | 32.47% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Mar-95 |
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Colin Moore
Lead Manager since
30-Sep-04 | | | Moore is a Chief Investment Officer of Columbia Management. He has been associated with Columbia Management or its predecessors since September, 2002. Prior to September, 2002, Moore was chief investment officer of global/international value equities and associate director of research at Putnam Investments and was director of research and chief investment officer for Rockefeller & Co. |
| 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 appreciation. The fund invests at least 80% of total assets in equity securities of domestic and foreign companies. It typically invests in at least three countries, including the United States, at any one time. The fund may invest directly in foreign equity securities and/or indirectly through depositary receipts. |
| Last Dividend
(21-Dec-07):
| 0.12 | | Last Cap Gain
(18-Jun-08):
| 0.11 | | Annual Holdings Turnover
| 154.00% | | Average for Category:
| 78.70% |
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| Expense | CGUBX | Category
Avg | | Total Expense Ratio: | 2.17%
| 1.50% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.54% | | 3 Yr Expense Projection*: |
$ 1,058 | $712 | | 5 Yr Expense Projection*: |
$ 1,496 | $1,102 | | 10 Yr Expense Projection*: |
$ 2,581 | $2,213 |
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0.17% Nasdaq 0.00%
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