Columbia Diversified Equity Income K
Columbia Funds Series Trust II
Map
Phone: 800-345-6611
| Category: | Large Value | | Fund Family: | Columbia | | Net Assets: | 2.97B | | Year-to-Date Return: | 7.06% | | Yield: | 1.98% | | Morningstar Rating: |  | | Fund Inception Date: | Mar 19, 1995 |
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Dean R. Ramos
Lead Manager since Mar 10, 2013 | | | Dean A. Ramos, CFA, Co-manager. Service with the Fund since March 2013.
Associate Portfolio Manager of the Investment Manager. Associated with the Investment Manager as an investment professional since 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and M.B.A. from the University of Minnesota. |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a high level of current income with a secondary consideration of steady growth of capital.
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. It may invest up to 25% of its net assets in foreign investments. The fund can invest in any economic sector and, at times, it may emphasize one or more particular sectors. |
| Last Dividend
(Mar 21, 2013)
:
| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 6, 2013)
:
| 16.00% | | Average for Category: | 91.94% |
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| Expense | IDQYX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.93% | 1.21% | | Prospectus Net Expense Ratio: | 0.93% | N/A | | Prospectus Gross Expense Ratio: | 0.93% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 297 | 533 | | 5 Yr Expense Projection*: | 516 | 833 | | 10 Yr Expense Projection*: | 1,147 | 1,678 |
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0.10(0.81%) Jun 18