Columbia High Yield Municipal Z One Financial Center Boston MA 02111 Map
Phone: 800-345-6611
| Category: | High Yield Muni | | Fund Family: | Columbia | | Net Assets: | 600.13M | | Year-to-Date Return: | 28.60% | | Yield: | 5.64% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Mar-84 |
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Chad H Farrington
Lead Manager since
20-Feb-09 | | | Farrington is Director of the Columbia Advisor. Farrington associated with the Advisor or its predecessors as an investment professional since 2003. Farrington 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: | $25 |
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| The investment seeks a high level of total return consisting of current income exempt from ordinary federal income tax and opportunities for capital appreciation. The fund invests at least 80% of assets in relative high-yielding securities. These generally are medium- or lower-rated securities or unrated securities of comparable quality, but may also include other securities that have the potential for high yield. It may invest up to 20% of total assets in high-quality taxable money market instruments. The fund may purchase bonds of any maturity. |
| Last Dividend
(30-Sep-09):
| 0.04 | | Last Cap Gain
(31-Dec-99):
| 0.00 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 47.88% |
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| Expense | SRHMX | Category Avg | | Total Expense Ratio: | 0.72%
| 1.12% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.21% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 230 | $589 | | 5 Yr Expense Projection*: |
$ 401 | $866 | | 10 Yr Expense Projection*: |
$ 894 | $1,641 |
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