Columbia Pacific/Asia Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Diversified Pacific/Asia | | Fund Family: | Columbia | | Net Assets: | 28.88M | | Year-to-Date Return: | 36.13% | | Yield: | 0.53% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-92 |
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Daisuke Nomoto
Lead Manager since
14-Sep-07 | | | Nomoto is vice president of the Advisor. He was associated with Columbia Management Advisors, LLC or its affiliates since 2005. Prior to that, Nomoto served as an equity analyst at Putnam Investments from April, 2003 to March, 2005. Prior to April, 2003, he worked at Nissay Asset Management, a subsidiary of Nippon Life Insurance Company, as a senior portfolio manager and equity analyst from April, 1999 to March, 2003. He holds the charted 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 companies located in Asia and the Pacific Basin, including Australia, New Zealand and India and other countries within this region. It may invest in companies that have market capitalizations of any size. The fund may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
(23-Jun-09):
| 0.04 | | Last Cap Gain
(26-Jun-08):
| 1.32 | | Annual Holdings Turnover
| 111.00% | | Average for Category:
| 79.74% |
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| Expense | USPAX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.41% | | 3 Yr Expense Projection*: |
$ 493 | $635 | | 5 Yr Expense Projection*: |
$ 850 | $958 | | 10 Yr Expense Projection*: |
$ 1,856 | $1,938 |
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0.17% Nasdaq 0.00%
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