Columbia Retirement Plus 2010 Z
Columbia Funds Series Trust II
Map
Phone: 800-345-6611
| Category: | Target Date 2000-2010 | | Fund Family: | Columbia | | Net Assets: | 2.56M | | Year-to-Date Return: | 7.42% | | Yield: | 2.84% | | Morningstar Rating: |  | | Fund Inception Date: | May 17, 2006 |
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Todd M. White
Lead Manager since May 9, 2011 | | | Todd White has been Portfolio Manager of the fund since 2008 and is Sector Leader of the liquid and structured assets sector team. White joined RiverSource Investments in 2008. From 2004-2008, he was Managing Director and Global Head of the Asset-Backed and Mortgage-Backed Securities businesses and North American Head of the Interest Rate business at HSBC. From 2000-2004, White was Managing Director and Head of Business for Mortgage Pass-Through and Options at Lehman Brothers. He began his investment career in 1986 after graduating with a B.S. from Indiana University. |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 100 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks high total return through a combination of current income and capital appreciation, consistent with its current asset allocation.
The fund invests in a combination of underlying funds across different asset classes: equity, fixed income, cash and alternative investment strategies. The investment manager allocates assets within and across different asset classes. It is managed for investors planning to retire around 2010, who have retired or who seek to withdraw portions of their investments. |
| Last Dividend
(Aug 16, 2012)
:
| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Aug 22, 2012)
:
| 88.00% | | Average for Category: | 27.72% |
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| Expense | RSSPX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.06% | 0.53% | | Prospectus Net Expense Ratio: | 0.70% | N/A | | Prospectus Gross Expense Ratio: | 1.97% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.03% | | Max Deferred Sales Load:
| N/A | 2.24% | | 3 Yr Expense Projection*: | 364 | 507 | | 5 Yr Expense Projection*: | 820 | 845 | | 10 Yr Expense Projection*: | 2,089 | 1,751 |
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0.06%