Columbia Mid Cap Core Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Mid-Cap Blend | | Fund Family: | Columbia | | Net Assets: | 72.95M | | Year-to-Date Return: | 23.54% | | Yield: | 0.65% | | Morningstar Rating: |  | | Fund Inception Date: | 31-May-96 |
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Craig Leopold
Lead Manager since
01-Nov-08 | | | Leopold is Vice President of the Advisor. He associated with the Advisor or its predecessors since 2003. Prior to joining Columbia Management, he was a senior equity analyst at Rockefeller & Company, responsible for covering the technology hardware, IT services, software, hospitals and drug distribution sectors. Leopold 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 normally invests at least 80% of its net assets in securities of companies that have market capitalizations in the range of the companies in the Russell Midcap Index at the time of purchase (between $7 million and $13 billion as of June 30, 2009). The Fund may invest up to 20% of its total assets in foreign securities. |
| Last Dividend
(22-Sep-09):
| 0.01 | | Last Cap Gain
(26-Jun-08):
| 0.04 | | Annual Holdings Turnover
| 111.00% | | Average for Category:
| 90.71% |
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| Expense | UMVEX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 334 | $623 | | 5 Yr Expense Projection*: |
$ 579 | $964 | | 10 Yr Expense Projection*: |
$ 1,283 | $1,949 |
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1.48% Nasdaq 0.00%
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