Columbia Technology Z Columbia Funds Series Trust IOne Financial CenterBoston MA 02111 Map Phone: 800-345-6611
| Category: | Technology | | Fund Family: | Columbia | | Net Assets: | 137.50M | | Year-to-Date Return: | 5.49% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 8, 2000 |
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Wayne Collette Lead Manager since May 31, 2002 | | | Collette is managing Director of Columbia Management Advisors,LLC. He joined the company in 2001. Previously, Collette was an assistant vice president and equity research associate at Schroder Capital Management from 1997 through 1999 and an associate portfolio manager of Neuberger Berman from 1999 through 2001.
Collette holds the Chartered Financial Analyst designation. |
| 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 capital appreciation.
Under normal circumstances, the fund invests at least 80% of net assets in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It may invest in companies that have market capitalizations of any size and may invest a significant amount of its assets in smaller companies. |
| Last Dividend
(Jul 29, 2010)
:
| 0.00 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 220.00% | | Average for Category: | 105.53% |
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| Expense | CMTFX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.19% | 1.57% | | Prospectus Net Expense Ratio: | 1.20% | N/A | | Prospectus Gross Expense Ratio: | 1.20% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.34% | | Max Deferred Sales Load:
| N/A | 2.60% | | 3 Yr Expense Projection*: | 381 | 653 | | 5 Yr Expense Projection*: | 660 | 1,025 | | 10 Yr Expense Projection*: | 1,455 | 2,046 |
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