Columbia Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Fees

Updated 03.10.2014

Maximum Sales Fees %
Initial 5.75
Deferred

Updated 03.10.2014

Maximum Fees %
Administrative 0.06
Management 0.66
Redemption

Updated 03.10.2014

Actual Fees %
12b-1 0.25
Management 0.62
Net Expense Ratio: Annual Report 1.13
Net Expense Ratio: Prospectus 1.14

Updated 04.22.2014

Total Cost Projections
3-Year $916.00
5-Year $1,167.00
10-Year $1,881.00

Purchase Information

Updated 01.01.2014

Minimum Investments
Initial $2,000.00
Additional $100.00
Initial IRA $1,000.00
Additional IRA $100.00
Initial AIP $100.00
Additional AIP $100.00