CMG Strategic Equity
One Financial Center Boston MA 02111
Map
Phone: 800-547-1037
| Category: | Large Blend | | Fund Family: | Columbia | | Net Assets: | 54.86M | | Year-to-Date Return: | -3.17% | | Yield: | 1.46% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Oct-01 |
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Emil A. Gjester
Lead Manager since
31-Jan-04 | | | Gjester is a vice president of Columbia Advisors. He is the lead managerfor the Fund and has managed or co-managed the Fund since January, 2004. Gjester has been associated with Columbia Advisors or its predecessors since 1996. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide investors long-term growth of capital and total returns greater than those of the market over time. The fund normally invests at least 80% of net assets in common stocks. It may invest in companies that have market capitalizations of any size. The fund may invest up to 33% of total assets in foreign equity securities. |
| Last Dividend
(19-Dec-07):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 1.01 | | Annual Holdings Turnover
| 127.00% | | Average for Category:
| 69.24% |
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| Expense | COSTX | Category
Avg | | Total Expense Ratio: | 0.40%
| 1.10% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$176 | $574 | | 5 Yr Expense Projection*: |
$324 | $874 | | 10 Yr Expense Projection*: |
$753 | $1,731 |
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0.65% Nasdaq 
0.27%
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