Columbia Strategic Income A One Financial Center Boston MA 02111 Map
Phone: 800-422-3737
| Category: | Multisector Bond | | Fund Family: | Columbia | | Net Assets: | 1.03B | | Year-to-Date Return: | 16.39% | | Yield: | 6.18% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Apr-77 |
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Laura A. Ostrander
Lead Manager since
01-Sep-00 | | | Ostrander is the Managing Director and Senior Portfolio Manager at Columbia Managemnt. She is head of the international fixed-income group,a member of the investment strategy committee and core plus strategy team. Ostrander joined Columbia Management in 1996. Previously, she was a global fixed-income portfolio manager with American Express Financial Advisors in Minneapolis. She also worked with the Offitbank(New York) as a portfolio manager and a global bond and foreign exchange analyst. |
| 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 and capital appreciation. The fund invests primarily in debt securities issued by the U.S. government and its agencies including mortgage- and other asset-backed securities. It also invests in debt securities issued by foreign government, companies or other entities, including in emerging market countries and non-dollar denominated securities and securities below investment grade corporate debt securities. The fund may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
(21-Sep-09):
| 0.02 | | Last Cap Gain
(31-Dec-96):
| 0.04 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 135.37% |
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| Expense | COSIX | Category Avg | | Total Expense Ratio: | 0.98%
| 1.15% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.05% | | Max Deferred Sales Load: | %
| 2.54% | | 3 Yr Expense Projection*: |
$ 771 | $526 | | 5 Yr Expense Projection*: |
$ 988 | $826 | | 10 Yr Expense Projection*: |
$ 1,614 | $1,646 |
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