Columbia Connecticut Interm Muni Bd C
Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
Map
Phone: 800-345-6611
| Category: | Muni Single State Interm | | Fund Family: | Columbia | | Net Assets: | 212.05M | | Year-to-Date Return: | 0.53% | | Yield: | 2.28% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 17, 2002 |
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Brian M. McGreevy
Lead Manager since Sep 29, 2002 | | | Mr. McGreevy is a portfolio manager of Columbia Management Investment Advisor LLC. From 1994 until joining Columbia in May 2010, Mr. McGreevy was associated with the Fundâs previous investment adviser as an investment professional. Mr. McGreevy began his investment career in 1982 and earned a B.S. from the University of Massachusetts at Dartmouth and a Masters from Harvard University Extension School. |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 100 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks as high a level of current interest income exempt from federal income tax and, to the extent possible, from Connecticut individual income tax, as is consistent with relative stability of principal.
The fund normally invests at least 80% of net assets in municipal securities that pay interest exempt from federal income tax (including the federal alternative minimum tax) and Connecticut individual income tax. It normally invests at least 80% of total assets in municipal securities that are rated investment grade. The fund may also invest up to 10% of total assets in securities that are rated below investment grade. It is non-diversified. |
| Last Dividend
(Apr 29, 2013)
:
| 0.02 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 19.00% | | Average for Category: | 13.31% |
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| Expense | LCTCX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.19% | 0.95% | | Prospectus Net Expense Ratio: | 1.56% | N/A | | Prospectus Gross Expense Ratio: | 1.74% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 3.69% | | Max Deferred Sales Load:
| 1.00% | 2.11% | | 3 Yr Expense Projection*: | 530 | 477 | | 5 Yr Expense Projection*: | 927 | 709 | | 10 Yr Expense Projection*: | 2,037 | 1,364 |
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0.01(0.09%) May 22