Columbia Tax-Exempt A Columbia Funds Series Trust IOne Financial CenterBoston MA 02111 Map
Phone: 800-345-6611
| Category: | Muni National Long | | Fund Family: | Columbia | | Net Assets: | 2.24B | | Year-to-Date Return: | 1.67% | | Yield: | 4.42% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Nov-1978 |
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Kimberly Campbell
Lead Manager since
31-Jan-2002 | | | Campbell is a Director of the Columbia Advisor. She associated with the Advisor or its predecessors as an investment professional since 1995. |
| 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, consisting of current income exempt from federal income tax and of capital appreciation.
The fund normally invests at least 80% of total net assets in bonds that pay interest exempt from federal income tax (including the federal alternative minimum tax). It normally invests at least 65% of total assets in tax-exempt bonds that are rated investment grade. The fund may invest up to 35% of total assets in bonds (not including pre-refunded bonds) that are rated below investment grade and no more than 25% of total assets in bonds that are unrated but determined to be of comparable quality to below investment grade bonds. |
| Last Dividend
(26-Feb-10):
| 0.05 | | Last Cap Gain
(21-Dec-98):
| 0.23 | | Annual Holdings Turnover
(18-Mar-10):
| 12.00% | | Average for Category:
| 49.13% |
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| Expense | COLTX | Category Avg | | Total Expense Ratio: | 0.80%
| 1.02% | | Max 12b1 Fee: | 0.20%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.24% | | Max Deferred Sales Load: | %
| 2.70% | | 3 Yr Expense Projection*: |
$ 718 | $53 | | 5 Yr Expense Projection*: |
$ 898 | $77 | | 10 Yr Expense Projection*: |
$ 1,418 | $144 |
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