Columbia Value & Restructuring A
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Large Value | | Fund Family: | Columbia | | Net Assets: | 248.34M | | Year-to-Date Return: | 36.16% | | Yield: | 1.26% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Sep-07 |
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David J. Williams
Lead Manager since
31-Dec-92 | | | Williams is managing Director of the Advisor, associated with the Advisor or its predecessors since 1987. Williams holds the Chartered Financial Analyst designation. |
| 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 long-term capital appreciation. The fund normally invests at least 65% of total assets in common stocks of companies that the Advisor believes will benefit from various types of restructuring efforts or industry consolidation. It may invest in companies that have market capitalizations of any size. The fund may invest in foreign securities, including securities of companies in emerging market countries. It may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
(22-Sep-09):
| 0.09 | | Last Cap Gain
(26-Jun-08):
| 0.02 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 67.10% |
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| Expense | EVRAX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.27% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 931 | $635 | | 5 Yr Expense Projection*: |
$ 1,192 | $963 | | 10 Yr Expense Projection*: |
$ 1,935 | $1,849 |
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1.51% Nasdaq 
0.11 (0.26%) 
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