Columbia Strategic Allocation R4

The investment seeks to maximum total return through a combination of growth of capital and current income.
The fund primarily allocates its assets among nine investment categories. The fixed income investment categories include: U.S. investment grade bonds, international bonds, emerging market bonds, U.S. high yield bonds and cash or cash equivalents. The equity investment categories currently include: emerging markets equities, international developed market equities, U.S. mid and small cap equities and U.S. large cap equities. It may invest up to 50% of net assets in foreign investment, including emerging market, and up to 15% of total assets in junk bonds.

Key stats

Management firm  Columbia
12 month yield  2.87%
Fund currency  USD
Launch Date  1995-03-20
ISIN  US19766H1639
Manager 1 Name  Colin Moore
Manager 2 Name  Marie Schofield
Fund Strategy  Aggressive Allocation
Benchmark  S&P 500 TR
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2011-05-31
Return - 1 Month  -0.30%
Return - 2 Months  2.56 %
Return - 3 Months  3.23%
Return - 6 Months  10.46 %
Return - 9 months  20.98 %
Return - 12 Months  19.91%
Annualized return 24 months  17.87 %
Annualized return 36 months  0.80 %
Annualized return 48 months  -0.90 %
Annualized return 60 months  3.37 %
Return 120 months  4.18 %
Annualized return since Inception  6.23%
Return YTD  6.61%

Ratings

Morning Star Rating Date   2011-05-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $2,000
Maximum Managment Charge  0.57 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Liberty Financial Funds
Contact Address 2  P.O. Box 8081
Contact Address 3  Boston, MA 02210
Contact city  Boston
Contact country  United States
Fund Admin Group  Columbia
Web Address  www.libertyfunds.com

Price

Last Price Date  2014-04-10
Pre-tax nav  11.47
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.14
Price change (percentage)  -1.21 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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