Columbia OR Intermediate Muni Bond B One Financial Center Boston MA 02111 Map
Phone: 800-422-3737
| Category: | Muni Single State Interm | | Fund Family: | Columbia | | Net Assets: | 660.00K | | Year-to-Date Return: | 9.03% | | Yield: | 2.87% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-02 |
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Brian McGreevy
Lead Manager since
22-Dec-03 | | | McGreevy is a Director of Columbia Management Advisors, LLC. He associated with the Advisor or its predecessors as an investment professional since 1994. |
| 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 a high level of income exempt from federal and Oregon income tax. The fund normally invests at least 80% of net assets in municipal securities issued by the State of Oregon and its political subdivisions, agencies, authorities and instrumentalities. These securities pay interest exempt from federal income tax (but not necessarily the federal alternative minimum tax) and Oregon individual income tax. Under normal circumstances, the fund?s dollar-weighted average maturity is between three and ten years. It may invest up to 10% of total assets in below investment grade securities. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
(17-Dec-04):
| 0.04 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 24.64% |
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| Expense | COEBX | Category Avg | | Total Expense Ratio: | 1.50%
| 0.95% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 3.94% | | Max Deferred Sales Load: | 3.00%
| 2.46% | | 3 Yr Expense Projection*: |
$ 699 | $532 | | 5 Yr Expense Projection*: |
$ 870 | $774 | | 10 Yr Expense Projection*: |
$ 1,711 | $1,460 |
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