Columbia Select Large Cap Growth Z One Financial Center Boston MA 02111 Map
Phone: 800-345-6611
| Category: | Large Growth | | Fund Family: | Columbia | | Net Assets: | 1.23B | | Year-to-Date Return: | 36.44% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-97 |
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Thomas Galvin
Lead Manager since
28-Feb-03 | | | Galvin is a Managing Director of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 2003. Galvin holds the Chartered Fiancial 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 normally invests at least 80% of net assets in common stocks of U.S. and foreign companies that have market capitalizations in the range of companies in the Russell 1000 Growth index at the time of purchase. It may not concentrate its assets in any single industry but may invest more than 25% of assets in companies in the technology and health care sectors, respectively. The fund may invest directly in foreign securities or indirectly through depositary receipts. It may also invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 101.52% |
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| Expense | UMLGX | Category Avg | | Total Expense Ratio: | 1.00%
| 1.33% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 318 | $658 | | 5 Yr Expense Projection*: |
$ 552 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,225 | $2,035 |
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