Columbia MA Tax-Exempt C
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Muni Massachusetts | | Fund Family: | Columbia | | Net Assets: | 10.81M | | Year-to-Date Return: | 15.09% | | Yield: | 3.46% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-97 |
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Kimberly Campbell
Lead Manager since
20-Feb-09 | | | 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 Massachusetts individual income tax and of capital appreciation. The fund normally invests at least 80% of net assets in municipal bonds that pay interest exempt from federal income tax (including the federal alternative minimum tax) and Massachusetts individual income tax. It primarily invests in municipal securities that are rated investment grade but also may invest up to 25% of total assets in securities that are rated below investment grade or are unrated. The fund may invest in zero-coupon bonds. It is nondiversified. |
| Last Dividend
(30-Sep-09):
| 0.02 | | Last Cap Gain
(16-Dec-08):
| 0.05 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 23.68% |
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| Expense | COMCX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.07% | | Max 12b1 Fee: | 0.98%
| N/A | | Max Front End Sales Load: | %
| 4.11% | | Max Deferred Sales Load: | 1.00%
| 2.72% | | 3 Yr Expense Projection*: |
$ 530 | $602 | | 5 Yr Expense Projection*: |
$ 913 | $860 | | 10 Yr Expense Projection*: |
$ 1,987 | $1,593 |
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