Columbia Asset Allocation C
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Moderate Allocation | | Fund Family: | Columbia | | Net Assets: | 1.67M | | Year-to-Date Return: | -8.68% | | Yield: | 1.57% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Nov-02 |
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Vikram Kuriyan
Lead Manager since
31-Aug-05 | | | Kuriyan has served each portfolio since August 2004 and has been a managing director and head of the Quantitative Strategies Group at Columbia Management Advisors since 2000. He has been in the investment community since 1986. Kuriyan holds the Chartered Financial Analyst designation. |
| 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 total return, consisting of current income and long-term capital appreciation. The fund normally invests in a mix of equity and debt securities. It invests at least 25% of total assets in debt securities, including preferred stocks, at all times. The fund may invest up to 10% of assets in debt securities that, at the time of purchase, are rated below investment grade or are unrated. |
| Last Dividend
(24-Jun-08):
| 0.06 | | Last Cap Gain
(10-Dec-07):
| 1.44 | | Annual Holdings Turnover
| 100.00% | | Average for Category:
| 71.04% |
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| Expense | LAACX | Category
Avg | | Total Expense Ratio: | 2.07%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.76% | | 3 Yr Expense Projection*: |
$649 | $625 | | 5 Yr Expense Projection*: |
$1,114 | $954 | | 10 Yr Expense Projection*: |
$2,400 | $1,865 |
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