Nasdaq - Delayed Quote USD

Columbia Oregon Itmt Muncpl Bd A (COEAX)

11.50 -0.01 (-0.09%)
At close: 8:01 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities issued by the State of Oregon and its political subdivisions, agencies, authorities and instrumentalities. While it may invest in securities of any maturity, under normal circumstances, the fund's dollar-weighted average maturity will be between three and ten years.

Columbia Oregon Itmt Muncpl Bd A

Boston MA 02111
One Financial Center

Fund Overview

Category Muni Single State Interm
Fund Family Columbia Threadneedle
Net Assets 298.78M
YTD Return -0.34%
Yield 2.07%
Morningstar Rating
Inception Date Nov 01, 2002

Fund Operations

Last Dividend 0.06
Last Cap Gain -3.00
Holdings Turnover 10.00%
Average for Category --

Fees & Expenses

Expense COEAX Category Average
Annual Report Expense Ratio (net) 0.81% 0.83%
Prospectus Net Expense Ratio 0.81% --
Prospectus Gross Expense Ratio 0.84% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.11%
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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