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Columbia AMT-Free Intermediate Municipal Bond Fund Class T Shares – GIMAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.790.00 (0.00%)10.61 - 10.930.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - GIMAX

The investment seeks current income exempt from federal income tax, consistent with preservation of principal. The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax). It normally invests at least 80% of its total assets in municipal securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality. The fund may invest up to 10% of total assets in securities that are rated below investment.

Growth of $10,000 (10 Years)

Total Return4.39%
Yield (Trailing 12 Mo.)3.31%
Expense Ratio0.83%
Front Load4.75%
Deferred LoadNone
Minimum Investment$2,000
Management Tenure6 Years
Fund Inception06/26/2000

Trailing Total Returns - GIMAX

as of 02/28/2015
TimeframeGIMAXS&P 500Muni National Interm
1 Month-0.94%5.75%-0.90%
3 Month0.90%2.31%0.89%
1 Year4.73%15.51%4.69%
3 Year2.91%18.00%2.79%
5 Year4.19%16.18%4.11%
10 Year3.93%7.99%3.84%
Since Inception4.39%10.71%--

Sector Allocation - GIMAX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - GIMAX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$2.17B
Total Stock Holdings0
Total Bond Holdings396

Bond Credit Quality - GIMAX

as of 02/28/2015
Below B0.00%
Not Rated5.00%

Top Ten Holdings - GIMAX

as of 02/28/2015
CompanyYTD Return% of Assets
New York St Urban Dev Corp Rev Inco 5.5%--1.67%
California St Go Bds 5.25%--1.39%
Dallas Fort Worth Tex Intl Arp Rev Re 5%--1.16%
Miami-Dade Cnty Fla Wtr & Swr Wtr 5.25%--1.14%
North Carolina Eastn Mun Pwr A Rev Re 5%--1.13%
Valdez Alaska Marine Term Rev Ref Bds 5%--1.07%
Pennsylvania St Tpk Commn Tpk Subordina--1.03%
New Jersey St Transn Tr Fd Aut Tra 5.25%--0.99%
Washington St Motor Vhc 5%--0.99%
Citizens Ppty Ins Corp Fla Senior Se 5%--0.94%

Valuation & Growth - GIMAX

as of 02/28/2015
ValuationGIMAXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - GIMAX, 3 Year

Rate Sensitivity
Ratingvs Category
ReturnBelow Avg
Key:  Lo 

Tax Analysis - GIMAX, 3 Year Avg

Pretax Return2.91%
Tax-adjusted Return1.26%
Tax Cost Ratio0.00%
Potential Cap Gains8.24%

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