CMG Core Bond
One Financial Center Boston MA 02111
Map
Phone: 800-547-1037
| Category: | Intermediate-Term Bond | | Fund Family: | Columbia | | Net Assets: | 85.13M | | Year-to-Date Return: | 0.25% | | Yield: | 5.40% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-00 |
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Jonathan P Carlson
Lead Manager since
15-Dec-07 | | | Carlson is portfolio manager of Columbia Advisors, with his employment since June, 2007. Prior to joining Columbia Advisors, he was a portfolio manager and a partner at Merganser Capital Management since August, 2004. Prior to August, 2004, Carlson was a portfolio manager and mortgage-backed securities specialist at CIGNA Investment Management from August, 2002 to August, 2004. Carlson holds 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 a high level of current income consistent with capital preservation. The fund normally invests at least 80% of total assets in domestic investment-grade fixed income bonds. It may purchase derivative instruments, such as futures, options, swap contracts, and inverse floaters. The fund may also participate in mortgage dollar rolls. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
(21-Dec-05):
| 0.00 | | Annual Holdings Turnover
| 95.00% | | Average for Category:
| 200.26% |
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| Expense | COFIX | Category
Avg | | Total Expense Ratio: | 0.25%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$109 | $466 | | 5 Yr Expense Projection*: |
$200 | $718 | | 10 Yr Expense Projection*: |
$468 | $1,428 |
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