Skip to search.

Breaking News Visit Yahoo! News for the latest.

×Close this window

 Dow Up0.06% Nasdaq Down0.01%

Columbia Technology Z (CMTFX)

12.69 Up 0.06(0.48%) May 24


Profile as of Feb 27, 2013Get Profile for:
Columbia Technology Z
Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
Map
Phone: 800-345-6611
Fund Overview 
Category:Technology
Fund Family:Columbia
Net Assets:137.50M
Year-to-Date Return:5.49%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:Nov 8, 2000
Morningstar Style Box 
Technology
[View Category Definition]
View Top Technology Funds
About the Morningstar Style Box
Management Information 
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.
Investment Information 
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
CMTFX can be purchased from 94 brokerages.

Fund Summary 
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.

Fund Operations 
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%
Fees & Expenses 
ExpenseCMTFXCategory Avg
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/A5.34%
Max Deferred Sales Load: N/A2.60%
3 Yr Expense Projection*:381653
5 Yr Expense Projection*:6601,025
10 Yr Expense Projection*:1,4552,046
* Per $10,000 invested