Columbia Short-Intermediate Bond Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Intermediate-Term Bond | | Fund Family: | Columbia | | Net Assets: | 381.61M | | Year-to-Date Return: | 11.09% | | Yield: | 3.67% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-92 |
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Frank A. Salem
Lead Manager since
01-Aug-98 | | | Salem is managing director and a senior portfolio manager with responsibilities for investment-grade corporates and Agencies and liability-driven investment (LDI) portfolio strategies. Salem joined Columbia Management in 2007 from U.S. Trust and has been a member of the investment community since 1978. Prior to joining U.S. Trust in 1998, Salem was a director and senior portfolio manager in the fixed-income group at MacKay Shields. |
| 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, consisting of current income and capital appreciation, consistent with minimal fluctuation of principal. The fund invests at least 80% of total assets in bonds and other debt securities. It generally invests at least 65% of total assets in debt securities issued by the U.S. Government and its agencies and instrumentalities, debt securities issued by corporations, and mortgage- and other asset-backed securities that are rated in at least one of the three highest rating categories. Under normal circumstances, the fund?s dollar-weighted average maturity will be between three and six years. |
| Last Dividend
(30-Nov-09):
| 0.02 | | Last Cap Gain
(24-Jun-08):
| 0.04 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 226.70% |
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| Expense | UIMIX | Category
Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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0.05%
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