Columbia Convertible Securities B
One Financial Center Boston MA 02111
Map
Phone: 800-422-3737
| Category: | Convertibles | | Fund Family: | Columbia | | Net Assets: | 28.78M | | Year-to-Date Return: | 27.21% | | Yield: | 1.91% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-98 |
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Yanfang Emma Yan
Lead Manager since
31-Jul-01 | | | Yan is a director and senior portfolio manager for Columbia Management. Yan joined Columbia Management in 2001 and has been a member of the investment community since 1998. Yan previously worked as vice president of risk management at Putnam Investments. Prior to that, she served as the editor-in-chief and chairperson for the Chinese Finance Association. |
| 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 consistent with capital appreciation and current income. The fund normally invests at least 80% of total assets in convertible securities. It may invest up to 15% of total assets in Eurodollar convertible securities and up to 20% of total assets in foreign securities. Convertible securities tend to have credit ratings that are below investment grade or are unrated. The Fund also may invest in other equity securities. |
| Last Dividend
(24-Sep-09):
| 0.06 | | Last Cap Gain
(25-Jun-08):
| 0.23 | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 89.83% |
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| Expense | NCVBX | Category
Avg | | Total Expense Ratio: | 1.95%
| 1.43% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.07% | | Max Deferred Sales Load: | 5.00%
| 2.91% | | 3 Yr Expense Projection*: |
$ 924 | $676 | | 5 Yr Expense Projection*: |
$ 1,273 | $1,017 | | 10 Yr Expense Projection*: |
$ 2,123 | $1,968 |
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