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Columbia Fds Srs Tr I, Dividend Income Fund Class A (LBSAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
30.30+0.06 (+0.20%)
At close: 06:46PM EST

Columbia Fds Srs Tr I, Dividend Income Fund Class A

Columbia Funds Series Trust I

One Financial Center

Boston MA 02111

Management Information
Tara Gately,Lead Manager since September 12, 2021
Ms. Gately joined the Investment Manager in 2018. Prior to joining the Investment Manager, Ms. Gately was an equity research analyst at Loomis, Sayles & Company, L.P. (Loomis Sayles), where she co-managed the Research Fund and covered the Healthcare Services, Medical Devices, and Utilities industries. Prior to Loomis Sayles, she worked in Investment Banking at Smith Barney. Ms. Gately began her investment career in 1998 and earned a B.A. in Economics from Harvard College and an M.B.A. from the Wharton School of Business
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

CategoryLarge Value
Fund FamilyColumbia Threadneedle
Net Assets34.97B
YTD Return-8.57%
Morningstar Rating★★★★
Inception DateNov 24, 2002

Fund Operations

Last Dividend0.08
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseLBSAXCategory Average
Annual Report Expense Ratio (net)0.00%0.94%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A