Columbia Energy & Nat Resources Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Natural Res | | Fund Family: | Columbia | | Net Assets: | 542.27M | | Year-to-Date Return: | 33.52% | | Yield: | 0.29% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-92 |
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Michael E. Hoover
Lead Manager since
01-Dec-95 | | | Hoover is a derector of Columbia Management Advisors LLC. He is associated with the firm or its predecessors since 1989. Hoover holds the Chartered 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: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities of U.S. and foreign companies engaged in the energy and natural resources industries. It typically invests at least 50% of total assets in crude oil, petroleum and natural gas companies. The fund also may invest up to 35% of total assets in precious metals, such as gold bullion, and companies engaged in the production of precious metals. It may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
(22-Sep-09):
| 0.02 | | Last Cap Gain
(26-Jun-08):
| 0.40 | | Annual Holdings Turnover
| 484.00% | | Average for Category:
| 115.24% |
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| Expense | UMESX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.38% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.03% | | Max Deferred Sales Load: | %
| 2.24% | | 3 Yr Expense Projection*: |
$ 328 | $649 | | 5 Yr Expense Projection*: |
$ 569 | $1,032 | | 10 Yr Expense Projection*: |
$ 1,259 | $2,110 |
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