Online Help : Mutual Funds
For retirement accounts, the minimum is generally $1,000.00. For non-retirement accounts, it’s generally $2,000.00. The initial investment minimum is reduced when establishing a monthly Systematic Investment Plan for a minimum of $100 for non-retirement accounts or $50 for retirement accounts. This option requires a $100 initial investment and authorizes electronic drafts from your bank checking or savings account. Certain funds may have a different investment minimum. Please review the Fund Overview or Prospectus for more specific information. Effective 8/1/2011, all subsequent purchase minimums will be eliminated for all share classes.
Fund expenses may vary due to a variety of factors. Please review the fund’s prospectus for a complete listing of fees and associated expenses. You can view and print the prospectus or elect to have it mailed to you.
Please note, there may be additional fees and expenses associated with having an IRA account that will not be included in a fund prospectus. In order to view these fees and expenses, please review the Traditional/Roth IRA Disclosure Statement and Custodial Account Agreement.
For specific recommendations, please consult the services of a financial advisor. To do your own preliminary research, go to the Mutual Funds section to learn more about Columbia Management’s funds.
Portfolio managers are not available to respond to inquiries regarding specific securities. Instead, please call Shareholder Services for assistance or contact your financial advisor.
A fund merger occurs when the assets of two mutual funds within the same family combine or merge. For example, if Fund A merges (or combines) with Fund B, the result of the merger is that Fund B includes more assets and Fund A is eliminated. Fund mergers are usually not taxable events to the shareholder.