Columbia Balanced B
One Financial Center Boston MA 02111
Map
Phone: 800-426-3750
| Category: | Moderate Allocation | | Fund Family: | Columbia | | Net Assets: | 7.69M | | Year-to-Date Return: | -0.73% | | Yield: | 1.41% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-02 |
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Leonard A. Aplet
Lead Manager since
31-Oct-91 | | | Aplet, a managing director of Columbia Management Advisors, LLC, has been with U.S. Trust since July 2007 and 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: | $50 | | Min Subsequent Investment, IRA: | $25 | | 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
(28-Mar-08):
| 0.09 | | Last Cap Gain
(10-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 70.12% |
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| Expense | CBLBX | Category
Avg | | Total Expense Ratio: | 1.76%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.77% | | 3 Yr Expense Projection*: |
$860 | $630 | | 5 Yr Expense Projection*: |
$1,164 | $963 | | 10 Yr Expense Projection*: |
$1,897 | $1,882 |
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