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Columbia Nrth Carolina Itmt MuncplBd Adv (CNCEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.560.00 (0.00%)
As of 08:00PM EDT. Market open.

Columbia Nrth Carolina Itmt MuncplBd Adv

Boston MA 02111

One Financial Center

Columbia Funds Series Trust

Management Information
,Lead Manager since June 14, 2022
Mr. Rangel joined the Investment Manager in 2019. Prior to joining the Investment Manager, he was a senior director for client portfolio management at Galliard Capital Management, a wholly-owned subsidiary of Wells Fargo. Mr. Rangel began his investment career in 2000 and earned a B.A. in Business Management from Greenville University and an M.B.A. from the University of St. Thomas.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMuni Single State Interm
Fund FamilyColumbia Threadneedle
Net Assets46.95M
YTD Return0.11%
Yield2.26%
Morningstar Rating★★★
Inception DateDec 15, 1992

Fund Operations

Last Dividend0.07
Last Cap Gain-4.00
Holdings Turnover6.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCNCEXCategory Average
Annual Report Expense Ratio (net)1.56%0.83%
Prospectus Net Expense Ratio1.56%N/A
Prospectus Gross Expense Ratio1.61%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.11%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A