Columbia US Treasury Index Z
One Financial Center Boston MA 02111
Map
Phone: 800-422-3737
| Category: | Intermediate Government | | Fund Family: | Columbia | | Net Assets: | 274.87M | | Year-to-Date Return: | -2.51% | | Yield: | 3.53% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jun-91 |
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Jonathan P Carlson
Lead Manager since
28-Mar-08 | | | Carlson is a Director of the Advisor. He associated with the Advisor as an investment professional since June 2007. From August 2004 to June 2007, Carlson was a portfolio manager and partner at Merganser Capital Management. He was a portfolio manager at CIGNA Investment Management from August 2002 until August 2004. Carlson 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: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return that corresponds to the total return of the Citigroup Bond U.S. Treasury index, before fees and expenses. The fund normally invests at least 80% of total assets in securities that comprise the Citigroup Bond U.S. Treasury index. The Citigroup Bond U.S. Treasury Index is an unmanaged index composed of U.S. Treasury notes and bonds with remaining maturities of at least one year and outstanding principal of at least $25 million and which are included in the Citigroup Broad Investment-Grade Bond Index. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
(30-Dec-94):
| 0.18 | | Annual Holdings Turnover
| 126.00% | | Average for Category:
| 402.53% |
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| Expense | IUTIX | Category
Avg | | Total Expense Ratio: | 0.20%
| 1.02% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.12% | | Max Deferred Sales Load: | %
| 2.74% | | 3 Yr Expense Projection*: |
$ 132 | $493 | | 5 Yr Expense Projection*: |
$ 230 | $736 | | 10 Yr Expense Projection*: |
$ 518 | $1,432 |
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