Columbia Balanced Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Moderate Allocation | | Fund Family: | Columbia | | Net Assets: | 177.11M | | Year-to-Date Return: | -5.46% | | Yield: | 2.60% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Sep-91 |
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Leonard A. Aplet
Lead Manager since
31-Oct-91 | | | Aplet, a managing director of Columbia Management Advisors, LLC, has been associated with Columbia Management Advisors, LLC or its affiliates since 1987. Prior to joining the firm, he was a portfolio manager at the Farmers Home Administration in Seattle. Aplet holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return. The fund normally allocates 35% to 65% of assets in stocks and 35% to 65% of assets in debt securities. Its stocks will primarily be those of large-cap, well-established companies; and the debt securities will generally have intermediate- to long-term maturities. They will be primarily investment-grade, or unrated securities determined by the fund's investment advisor to be of comparable quality. The fund may also invest up to 10% of the total assets in non-investment grade securities. |
| Last Dividend
(27-Jun-08):
| 0.16 | | Last Cap Gain
(10-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 71.04% |
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| Expense | CBALX | Category
Avg | | Total Expense Ratio: | 0.77%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$249 | $625 | | 5 Yr Expense Projection*: |
$433 | $954 | | 10 Yr Expense Projection*: |
$966 | $1,865 |
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1.63% Nasdaq 
0.06%
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