CMG Large Cap Value
One Financial Center Boston MA 02111
Map
Phone: 800-547-1037
| Category: | Large Value | | Fund Family: | Columbia | | Net Assets: | 38.28M | | Year-to-Date Return: | -13.56% | | Yield: | 2.12% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Sep-03 |
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Lori J. Ensinger
Lead Manager since
31-Aug-05 | | | Ensinger is the managing director of Columbia Management Advisors LLC since 2001.Prior to this,he work in Zurich Scudder Investments from 1999 to 2001. Ensinger holds the Chartered Financial Analyst designation. |
| 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 invests at least 80% of assets in common stocks of large capitalization companies. It may invest up to 20% of assets in foreign securities, including ADRs. The fund 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 future contracts. |
| Last Dividend
(19-Dec-07):
| 0.23 | | Last Cap Gain
(19-Dec-07):
| 1.12 | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 59.99% |
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| Expense | CLCPX | Category
Avg | | Total Expense Ratio: | 0.50%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$199 | $588 | | 5 Yr Expense Projection*: |
$361 | $902 | | 10 Yr Expense Projection*: |
$830 | $1,772 |
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1.49% Nasdaq 
0.27%
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