Columbia Large Cap Value Z
Columbia Funds Series TrustOne Financial CenterBoston MA 02111
Map
Phone: 800-345-6611
| Category: | Large Value | | Fund Family: | Columbia | | Net Assets: | 617.84M | | Year-to-Date Return: | 7.55% | | Yield: | 1.72% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 18, 1989 |
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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: | 2,000 | | 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 long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 1000 Value Index at the time of purchase that Columbia Management Investment Advisers, LLC, the fund's investment adviser, believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks and also may invest in real estate investment trusts. |
| Last Dividend
(Jul 29, 2010)
:
| 0.01 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Apr 24, 2013)
:
| 74.00% | | Average for Category: | 91.94% |
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| Expense | NVLUX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.84% | 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*: | 296 | 533 | | 5 Yr Expense Projection*: | 515 | 833 | | 10 Yr Expense Projection*: | 1,143 | 1,678 |
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0.01(0.07%) Apr 26