Columbia Blended Equity Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Large Blend | | Fund Family: | Columbia | | Net Assets: | 268.87M | | Year-to-Date Return: | -10.20% | | Yield: | 0.67% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Apr-85 |
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Richard L. Bayles
Lead Manager since
23-Dec-04 | | | Bayles has been a Managing Director of the Columbia Management Advisors , associated with the Advisor or its predecessors since 1990. Previously, he was a managing director at John W. Bristol and Company and he also spent three years working with the Peace Corps in Kenya. Bayles is a member of the board of the Chamber Music Society of Lincoln Center. He also serves as a treasurer and a member of the vestry of St. Bartholomews Church. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities. It invests in common stocks of U.S. and foreign companies that the Adviser believes have value that is not currently reflected in their market prices. The fund may invest in companies of any size. |
| Last Dividend
(26-Jun-08):
| 0.06 | | Last Cap Gain
(26-Jun-08):
| 2.14 | | Annual Holdings Turnover
| 10.00% | | Average for Category:
| 71.30% |
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| Expense | UMEQX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$343 | $577 | | 5 Yr Expense Projection*: |
$595 | $877 | | 10 Yr Expense Projection*: |
$1,317 | $1,739 |
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