Columbia Large Cap Index I (CCXIX)
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Columbia Large Cap Index I
Columbia Funds Series TrustOne Financial CenterBoston MA 02111
800-345-6611
Management Information
Christopher Lo,Lead Manager since December 2, 2014
Mr. Lo joined the Investment Manager in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 2007. Mr. Lo began his investment career in 1998 and earned a B.S. and M.E. from Rensselaer Polytechnic Institute and an M.B.A. from the Stern School of Business at New York University.
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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. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyColumbia
Net Assets3.71B
YTD Return5.91%
Yield1.83%
Morningstar Rating★★★★
Inception DateNov 15, 2011
Fund Operations
Last Dividend0.71
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseCCXIXCategory Average
Annual Report Expense Ratio (net)0.00%0.84%
Prospectus Net Expense Ratio0.20%N/A
Prospectus Gross Expense Ratio0.20%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection64N/A
5 Yr Expense Projection113N/A
10 Yr Expense Projection255N/A
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