Columbia Disciplined Value Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Large Value | | Fund Family: | Columbia | | Net Assets: | 222.05M | | Year-to-Date Return: | 17.66% | | Yield: | 1.85% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-88 |
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Brian Condon
Lead Manager since
20-Feb-09 | | | Condon is the director of systematic research and senior portfolio manager for Columbia Management. The Systematic Research Group is responsible for developing and implementing quantitative stock selection models, portfolio risk budgeting and analysis, portfolio optimization and performance attribution. Prior to his current position, Condon was a senior quantitative analyst on the structured equity and value teams. |
| 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; income is a secondary consideration. The fund normally invests at least 80% of net assets in equity securities that the Advisor believes are undervalued. It may invest in companies that have market capitalizations of any size, but invests most of assets in companies that have market capitalizations of more than $1.5 billion. The fund typically holds a selection of common stocks included in the Russell 1000 Value index. |
| Last Dividend
(23-Sep-09):
| 0.03 | | Last Cap Gain
(10-Dec-07):
| 1.83 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 67.10% |
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| Expense | GEVTX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 318 | $635 | | 5 Yr Expense Projection*: |
$ 552 | $963 | | 10 Yr Expense Projection*: |
$ 1,225 | $1,849 |
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0.17% Nasdaq 0.00%
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