Columbia Large Cap Growth Z One Financial Center Boston MA 02111 Map
Phone: 800-345-6611
| Category: | Large Growth | | Fund Family: | Columbia | | Net Assets: | 949.58M | | Year-to-Date Return: | 30.27% | | Yield: | 0.29% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Dec-90 |
|
John T. Wilson
Lead Manager since
19-Aug-05 | | | Wilson is a Managing Director of Columbia Advisors. He has been associated with Columbia Advisors since July 2005. Prior to July 2005, he was a managing director and head of the Large Cap Core Team of State Street Research and Management from May 1996 to July 2005. Wilson holds the Charted 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 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies generally have market capitalizations in the range of companies in the Russell 1000 Growth index at the time of purchase (between $6 million and $341.1 billion as of June 30, 2009). It may invest up to 20% of total assets in foreign securities. The fund may also invest in derivatives. |
| Last Dividend
(4-Dec-09):
| 0.13 | | Last Cap Gain
(10-Dec-07):
| 1.81 | | Annual Holdings Turnover
| 164.00% | | Average for Category:
| 112.30% |
|
| Expense | GEGTX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
|
|