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Columbia New York Intermediate Municipal Bond Fund (GANYX)

11.08 0.00 (0.00%)
At close: December 8 at 8:00 PM EST

Fund Summary

The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax (AMT)) and New York individual income tax. The fund is non-diversified.

Columbia New York Intermediate Municipal Bond Fund

Boston MA 02111
One Financial Center

Fund Overview

Category Muni New York Intermediate
Fund Family Columbia Threadneedle
Net Assets 114.52M
YTD Return 2.62%
Yield 2.43%
Morningstar Rating
Inception Date Mar 19, 2013

Fund Operations

Last Dividend 0.24
Last Cap Gain -7.00
Holdings Turnover 12.00%
Average for Category --

Fees & Expenses

Expense GANYX Category Average
Annual Report Expense Ratio (net) 0.50% 0.76%
Prospectus Net Expense Ratio 0.50% --
Prospectus Gross Expense Ratio 0.64% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.27%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Doug Rangel is vice president and client portfolio manager for muicipal fixed-income products at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2019. Previously, he was a senior director for client portfolio management at Galliard Capital Management, a wholly-owned subsidiary of Wells Fargo, offering fixed income management for institutional clients. Doug has been in the investment industry since 2000. He earned a B.A. in Business Management from Greenville University and a M.B.A. from the University of St. Thomas. In addition, Doug holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Minnesota.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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