Columbia Large Cap Index B
One Financial Center Boston MA 02111
Map
Phone: 800-422-3737
| Category: | Large Blend | | Fund Family: | Columbia | | Net Assets: | 3.88M | | Year-to-Date Return: | 16.03% | | Yield: | 1.42% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Sep-05 |
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Cheryl D? Hollander
Lead Manager since
20-Feb-09 | | | Hollander is a Director of the Advisor. Hollander associated with the Advisor or its predecessors as an investment professional since 2003. |
| 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 before fees and expenses that correspond to the total return of the Standard & Poor?s (S&P) 500 Index. The fund normally invests at least 80% of net assets in common stocks that comprise the S&P 500. It generally maintains a portion of assets in cash equivalents. It may invest in derivatives, consisting of stock index futures or options, as substitutes for the underlying securities in the S&P 500 index. |
| Last Dividend
(17-Jun-09):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 78.94% |
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| Expense | CLIBX | Category
Avg | | Total Expense Ratio: | 1.14%
| 1.08% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.60% | | 3 Yr Expense Projection*: |
$ 681 | $776 | | 5 Yr Expense Projection*: |
$ 860 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,246 | $2,371 |
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