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Columbia Funds Series Trust I - Columbia AMT-Free Connecticut Intermediate Muni Bond Fund (SCTEX)

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9.36+0.01 (+0.11%)
At close: 09:01PM EDT

Columbia Funds Series Trust I - Columbia AMT-Free Connecticut Intermediate Muni Bond Fund

Boston MA 02111

One Financial Center

Columbia Funds Series Trust I

Management information
,Lead manager since 14 June 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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMuni Single State Interm
Fund familyColumbia Threadneedle
Net assets34.09M
YTD return-2.11%
Yield2.64%
Morningstar rating★★★★★
Inception date31 Jul 1994

Fund operations

Last dividend0.21
Last cap gain-6.00
Holdings turnover2.00%
Average for categoryN/A

Fees and expenses

ExpenseSCTEXCategory average
Annual report expense ratio (net)0.57%0.83%
Prospectus net expense ratio0.57%N/A
Prospectus gross expense ratio0.69%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