Banc of America Retirement 2035 Z
One Financial Center Boston MA 02111
Map
Phone: 800-322-8222
| Category: | Target-Date 2030+ | | Fund Family: | Columbia | | Net Assets: | 2.29M | | Year-to-Date Return: | -11.65% | | Yield: | 3.27% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-May-06 |
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Vikram Kuriyan
Lead Manager since
01-Jun-06 | | | Kuriyan has served each portfolio since August 2004 and has been a managing director and head of the Quantitative Strategies Group at Columbia Management Advisors since 2000. He has been in the investment community since 1986. Kuriyan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks the highest total return over time consistent with its asset mix. Total return includes capital growth and income. The fund normally invests in Class Z shares of various underlying funds that represent a variety of equity and fixed income asset classes. The underlying funds include funds that invest in equity securities of domestic and foreign issuers and large-, mid- and small-capitalization companies, and pursue various investment styles. The fund's assets mix becomes gradually more conservative as time passes, both leading up and particularly after retirement year around 2035. |
| Last Dividend
(27-Dec-07):
| 0.35 | | Last Cap Gain
(27-Dec-07):
| 1.40 | | Annual Holdings Turnover
| 161.00% | | Average for Category:
| 24.01% |
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| Expense | BAGZX | Category
Avg | | Total Expense Ratio: | 0.10%
| 0.68% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.09% | | Max Deferred Sales Load: | 0.00%
| 2.40% | | 3 Yr Expense Projection*: |
$255 | $828 | | 5 Yr Expense Projection*: |
$444 | $1,601 | | 10 Yr Expense Projection*: |
$990 | $3,062 |
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1.49% Nasdaq 
0.27%
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