U.S. Markets close in 3 hrs 19 mins

Columbia New York Tax-Exempt Z (CNYZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
7.470.00 (0.00%)
As of 8:00PM EDT. Market open.

Columbia New York Tax-Exempt Z

Columbia Funds Series Trust IOne Financial CenterBoston MA 02111
Management Information
Catherine Stienstra,Lead Manager since September 30, 2010
Director and Senior Portfolio Manager of the Columbia Management Investment Advisers, LLC; associated with the Columbia Management Investment Advisers, LLC as an investment professional since 2007. Sector Leader of the Adviser’s Municipal Bond Team from 2007 to 2010. Prior to 2007, Ms. Stienstra was employed by FAF Advisors, Inc. (formerly USBancorp Asset Management) from 1998 to 2007, where she was a Director and Senior Portfolio Manager. Ms. Stienstra began her investment career in 1988 and earned a B.A. from the University of Nebraska.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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.

Fund Overview

CategoryMuni New York Long
Fund FamilyColumbia
Net Assets218.72M
YTD Return4.82%
Morningstar Rating★★★★
Inception DateAug 31, 2011

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover9.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCNYZXCategory Average
Annual Report Expense Ratio (net)0.55%0.86%
Prospectus Net Expense Ratio0.56%N/A
Prospectus Gross Expense Ratio0.62%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A4.09%
Max Deferred Sales LoadN/A2.15%
3 Yr Expense Projection192N/A
5 Yr Expense Projection340N/A
10 Yr Expense Projection769N/A