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Columbia Strat CA Muncpl Inc C (CCAOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.340.00 (0.00%)
At close: 08:01PM EDT

Columbia Strat CA Muncpl Inc C

Boston MA 02111

One Financial Center

Columbia Funds Series Trust I

Management information
Catherine M. Stienstra,Lead manager since 30 September 2010
Director and Senior Portfolio Manager of the Columbia Management Investment Advisers, LLC; associated with the Columbia Management Investment Advisers, LLC as an investment professional since 2007. Sector Leader of the Adviser’s Municipal Bond Team from 2007 to 2010. Prior to 2007, Ms. Stienstra was employed by FAF Advisors, Inc. (formerly USBancorp Asset Management) from 1998 to 2007, where she was a Director and Senior Portfolio Manager. Ms. Stienstra began her investment career in 1988 and earned a B.A. from the University of Nebraska.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMuni California Long
Fund familyColumbia Threadneedle
Net assets370.87M
YTD return0.67%
Yield2.97%
Morningstar rating★★
Inception date18 Mar 2013

Fund operations

Last dividend0.20
Last cap gain-31.00
Holdings turnover24.00%
Average for categoryN/A

Fees and expenses

ExpenseCCAOXCategory average
Annual report expense ratio (net)0.54%0.79%
Prospectus net expense ratio0.54%N/A
Prospectus gross expense ratio0.57%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.72%
Max deferred sales loadN/A1.30%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A