Columbia Core Bond Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Intermediate-Term Bond | | Fund Family: | Columbia | | Net Assets: | 1.49B | | Year-to-Date Return: | 9.10% | | Yield: | 4.19% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Dec-90 |
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Alexander D. Powers
Lead Manager since
31-Dec-07 | | | Powers is a managing director, co-heads the Core Fixed Income Strategy Team and leads the Liability Driven Investing strategies team at Columbia Management. He joined Columbia Management in 2007 and has been a member of the investment community since 1980. Previously, Powers was managing director and head of fixed-income for U.S. Trust, responsible for fixed-income strategies, as well as all fixed-income trading and research at the firm. |
| 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 normally invests at least 80% of net assets in debt securities of investment grade quality. It invests in debt securities issued by the U.S. Government and its agencies and corporations, mortgage- and other asset-backed securities, and dollar-denominated debt securities issued by foreign governments, companies or other entities. The fund also invests in money market instruments, including commercial paper and obligations of U.S. and foreign banks. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
(8-Dec-04):
| 0.19 | | Annual Holdings Turnover
| 214.00% | | Average for Category:
| 217.63% |
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| Expense | GHQTX | Category
Avg | | Total Expense Ratio: | 0.55%
| 0.96% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 195 | $459 | | 5 Yr Expense Projection*: |
$ 340 | $706 | | 10 Yr Expense Projection*: |
$ 762 | $1,423 |
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