Columbia CA Tax-Exempt Z
One Financial Center Boston MA 02111
Map
Phone: 800-422-3737
| Category: | Muni California Long | | Fund Family: | Columbia | | Net Assets: | 122.81M | | Year-to-Date Return: | -0.72% | | Yield: | 4.39% | | Morningstar Rating: | N/A | | Fund Inception Date: | 19-Sep-05 |
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Gary Swayze
Lead Manager since
31-Oct-97 | | | Swayze is a senior vice president and portfolio manager with Columbia Management Advisors, his employer since October 1997. Previously, he worked as a portfolio manager and leader of the municipal-bond group at Fidelity Investments. Prior to that, he was a bond analyst and portfolio manager for Waddell and Reed for four years. |
| 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 a high level of after-tax total return consistent with prudent risk. The fund normally invests at least 80% of total assets in municipal bonds, the interest on which is exempt from federal income tax and California State's personal income tax. It may invest up to 25% of total assets in lower-rated debt securities, which are rated below investment-grade by Moody's, S&P or other nationally recognized rating agencies, or comparable unrated securities. |
| Last Dividend
(31-Jul-08):
| 0.03 | | Last Cap Gain
(13-Dec-07):
| 0.04 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 30.23% |
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| Expense | CCAZX | Category
Avg | | Total Expense Ratio: | 0.60%
| 1.13% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.22% | | Max Deferred Sales Load: | 0.00%
| 2.62% | | 3 Yr Expense Projection*: |
$202 | $589 | | 5 Yr Expense Projection*: |
$351 | $845 | | 10 Yr Expense Projection*: |
$786 | $1,578 |
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