CMG Large Cap Growth One Financial Center Boston MA 02111 Map
Phone: 800-547-1037
| Category: | Large Growth | | Fund Family: | Columbia | | Net Assets: | 55.34M | | Year-to-Date Return: | -3.67% | | Yield: | 0.55% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Sep-03 |
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John T. Wilson
Lead Manager since
31-Aug-05 | | | Wilson is a portfolio manager of Columbia Advisors. He has been associated with Columbia Advisors since July 2005. Prior to July 2005, he was a managing director and head of the Large Cap Core Team of State Street Research and Management from May 1996 to July 2005. |
| Min Initial Investment: | $3,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $2,500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth. The fund normally invests at least 80% of assets in common stocks of large capitalization companies. It invests primarily in common stocks of companies that the management believes offer long-term, above-average earnings growth. The fund may invest up to 20% of assets in foreign securities, including ADRs. It may invest in various types of securities such as those convertible into or exercisable for stock, and engage in various investment techniques using options and financial futures contracts. |
| Last Dividend
(19-Dec-07):
| 0.07 | | Last Cap Gain
(19-Dec-07):
| 0.93 | | Annual Holdings Turnover
| 179.00% | | Average for Category:
| 98.98% |
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| Expense | CLCGX | Category Avg | | Total Expense Ratio: | 0.50%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$195 | $630 | | 5 Yr Expense Projection*: |
$352 | $972 | | 10 Yr Expense Projection*: |
$807 | $1,911 |
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