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Columbia New York Intermediate Municipal Bond Fund Class A (LNYAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.080.00 (0.00%)
At close: 08:06AM EDT

Columbia New York Intermediate Municipal Bond Fund Class A

Boston MA 02111

One Financial Center

Columbia Funds Series Trust I

Management Information
Deborah B. Vargo,Lead Manager since December 28, 2017
Deborah (“Deb”) B. Vargo Senior Portfolio Manager, Municipal Bonds Deb Vargo is a senior municipal fixed income portfolio manager for Columbia Threadneedle Investments. In this role, she manages portfolios for high-net-worth clients. Ms. Vargo joined one of the Columbia Threadneedle Investments legacy firms in 2007. Previously, Ms. Vargo worked as a senior vice president for U.S. Trust, responsible for strategy and trading for all tax-exempt fixed income for New England. In addition, she managed several high-net-worth accounts and a short-intermediate term tax-exempt common trust fund. Prior to that, she was in the institutional fixed-income department at State Street Global Advisors where she was responsible for strategy and management of all tax-exempt portfolios. She has been dedicated to this asset class for more than 30 years. In addition, she worked at Tucker, Anthony & R.L. Day. She has been a member of the investment community since 1984. Ms. Vargo received a B.S. from Boston University.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryMuni New York Intermediate
Fund FamilyColumbia Threadneedle
Net Assets221.04M
YTD Return0.52%
Morningstar Rating★★★
Inception DateDec 30, 1991

Fund Operations

Last Dividend0.08
Last Cap Gain4.00
Holdings Turnover7.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLNYAXCategory Average
Annual Report Expense Ratio (net)0.65%0.76%
Prospectus Net Expense Ratio0.65%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.27%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A