Columbia Bond Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Intermediate-Term Bond | | Fund Family: | Columbia | | Net Assets: | 563.03M | | Year-to-Date Return: | 8.94% | | Yield: | 4.72% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jan-86 |
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Alexander R. Powers
Lead Manager since
01-Aug-97 | | | Powers is a Managing Director of the Columbia Management Advisors, associated with the Advisor or its predecessors since 1996. Prior to joining U.S. Trust, Powers was the head of Taxable Fixed Income at Chase Asset Management. |
| 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 current income consistent with prudent risk of capital. 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. The fund may invest up to 25% of total assets in dollar-denominated debt securities issued by foreign governments, companies or other entities. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
(19-Jun-09):
| 0.02 | | Annual Holdings Turnover
| 209.00% | | Average for Category:
| 217.63% |
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| Expense | UMMGX | Category
Avg | | Total Expense Ratio: | 0.55%
| 0.96% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 281 | $459 | | 5 Yr Expense Projection*: |
$ 488 | $706 | | 10 Yr Expense Projection*: |
$ 1,084 | $1,423 |
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0.17% Nasdaq 0.00%
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