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

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
11.080.00 (0.00%)
At close: 08:06AM EDT
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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
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 Intermediate
Fund FamilyColumbia Threadneedle
Net Assets221.04M
YTD Return0.52%
Yield2.03%
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
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