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Columbia Global Dividend Opportunity W (CTVWX)

20.35 Up 0.08(0.39%) Jun 18


Profile as of Feb 27, 2013Get Profile for:
Columbia Global Dividend Opportunity W
Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
Map
Phone: 800-345-6611
Fund Overview 
Category:Large Growth
Fund Family:Columbia
Net Assets:792.30M
Year-to-Date Return:4.17%
Yield:1.95%
Morningstar Rating:3 stars
Fund Inception Date:Sep 26, 2010
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
Emil Gjester
Lead Manager since May 30, 2002
Emil Gjester is a director and senior portfolio manager on the multi-cap core team at Columbia Management. He has responsibilities for portfolio management and securities analysis. Mr. Gjester joined Columbia Management in 1996 and has been a member of the investment community since then. Mr. Gjester received a B.B.A. from Pacific Lutheran University and an M.B.A. from the University of Cambridge.
Investment Information 
Min Initial Investment:500
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
CTVWX can be purchased from 3 brokerages.

Fund Summary 
The investment seeks total return, consisting of current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in income-producing (dividend-paying) equity securities of U.S. and foreign companies. It may invest in companies that have market capitalizations of any size. Under normal circumstances, the fund will invest at least 40% of its net assets in foreign securities, including securities of companies in emerging market countries. It may invest directly in foreign securities or indirectly through depositary receipts.

Fund Operations 
Last Dividend (Dec 30, 2010) : 0.09
Last Cap Gain : 0.00
Annual Holdings Turnover (Jun 3, 2013) : 97.00%
Average for Category:61.12%
Fees & Expenses 
ExpenseCTVWXCategory Avg
Annual Report Expense Ratio (net):1.23%1.24%
Prospectus Net Expense Ratio:1.26%N/A
Prospectus Gross Expense Ratio:1.26%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.42%
Max Deferred Sales Load: N/A2.40%
3 Yr Expense Projection*:400579
5 Yr Expense Projection*:692913
10 Yr Expense Projection*:1,5231,832
* Per $10,000 invested