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Columbia Global Infrastructure Z (CRIZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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Columbia Global Infrastructure Z

Columbia Funds Series Trust II225 FRANKLIN STREETBOSTON MA 02110
Management Information
Craig M. Leopold,Lead Manager since September 11, 2013
Mr. Leopold joined the Columbia Management Investment Advisers, LLC in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 2003. Mr. Leopold began his investment career in 1989 and earned a B.B.A. from Adelphi University and an M.B.A. from Fordham University.
Morningstar Style Box
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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

Fund FamilyColumbia
Net Assets233.32M
YTD Return12.79%
Morningstar Rating★★★★
Inception DateSep 26, 2010

Fund Operations

Last Dividend0.32
Last Cap Gain0.00
Holdings Turnover60.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCRIZXCategory Average
Annual Report Expense Ratio (net)0.95%1.38%
Prospectus Net Expense Ratio0.96%N/A
Prospectus Gross Expense Ratio0.96%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection306N/A
5 Yr Expense Projection531N/A
10 Yr Expense Projection1,178N/A