Columbia Large Cap Growth E
Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
Map
Phone: 800-345-6611
| Category: | Large Growth | | Fund Family: | Columbia | | Net Assets: | 2.70B | | Year-to-Date Return: | 8.21% | | Yield: | 0.10% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 19, 2006 |
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John Wilson
Lead Manager since Aug 18, 2005 | | | John Wilson is a director and senior portfolio manager for Columbia Management. Mr. Wilson joined Columbia Management in 2005 and has been a member of the investment community since 1985. Prior to joining Columbia Management, Mr. Wilson spent nine years at State Street Research & Management, where he managed more than $5 billion in assets as head of the large-cap core group. He also served on the firmâs asset allocation committee. Previously, Mr. Wilson managed large-cap growth assets at Phoenix Investments. Mr. Wilson earned a B.A. in economics from Trinity College and an M.B.A. from Duke University. He is a member of both the CFA Institute and the Boston Security Analysts Society. In addition, he holds the Chartered Financial Analyst designation |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies generally have market capitalizations in the range of companies in the Russell 1000 Growth Index. It invests primarily in common stocks of companies that the adviser believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20% of total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts. |
| Last Dividend
(Jul 29, 2010)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 80.00% | | Average for Category: | 61.12% |
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| Expense | CLGEX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.26% | 1.24% | | Prospectus Net Expense Ratio: | 1.31% | N/A | | Prospectus Gross Expense Ratio: | 1.31% | N/A | | Max 12b1 Fee: | 0.35% | N/A | | Max Front End Sales Load: | 4.50% | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 847 | 579 | | 5 Yr Expense Projection*: | 1,136 | 913 | | 10 Yr Expense Projection*: | 1,958 | 1,832 |
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0.33(1.07%) May 22