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MyPlanIQ Major Brokerage Investor Columbia Complete No Load Mutual Funds

Columbia Complete No Load Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 80
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS UMEMX Columbia Emerging Markets Z
DIVERSIFIED EMERGING MKTS CEFZX Columbia Acorn Emerging Markets Z
Others
Aggressive Allocation COTZX Columbia Thermostat Z
Conservative Allocation NIPAX Columbia LifeGoal Income & Growth Z
Moderate Allocation CBALX Columbia Balanced Z
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z
Foreign Large Value COSZX Columbia Overseas Value Z
EUROPE STOCK CAEZX Columbia Acorn European Z
US EQUITY
Small Growth CMSCX Columbia Small Cap Growth I Z
LARGE GROWTH UMLGX Columbia Select Large Cap Growth Z
LARGE VALUE GSFTX Columbia Dividend Income Z
Total Available Funds: 80
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS UMEMX Columbia Emerging Markets Z
DIVERSIFIED EMERGING MKTS CEFZX Columbia Acorn Emerging Markets Z
Others
Aggressive Allocation COTZX Columbia Thermostat Z
Conservative Allocation NIPAX Columbia LifeGoal Income & Growth Z
Moderate Allocation CBALX Columbia Balanced Z
Moderate Allocation NBGPX Columbia LifeGoal Balanced Growth Z
Convertibles NCIAX Columbia Convertible Securities Z
Moderate Allocation CBMZX Columbia Portfolio Builder Moderate Z
Aggressive Allocation CFIZX Columbia Flexible Capital Income Z
World Allocation CRAZX Columbia Risk Allocation Z
Aggressive Allocation CSAZX Columbia Strategic Allocation Z
Currency CACZX Columbia Absolute Ret Ccy & Inc Z
Multialternative CARZX Columbia Absolute Ret Multi-Strat Z
Multialternative CEMZX Columbia Absolute Ret Enh Multi-Strat Z
Conservative Allocation CBUZX Columbia Income Builder Z
Conservative Allocation CBVZX Columbia Port Builder Conservative Z
Aggressive Allocation CPAZX Columbia Portfolio Builder Aggressive Z
Aggressive Allocation CCMZX Columbia Marsico Flexible Capital Z
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z
Foreign Large Value COSZX Columbia Overseas Value Z
EUROPE STOCK CAEZX Columbia Acorn European Z
WORLD STOCK COGZX Columbia Marsico Global Z
WORLD STOCK CGEZX Columbia Global Equity Z
Foreign Large Value EMIEX Columbia International Value Z
Foreign Large Growth NMOAX Columbia Marsico Intl Opp Z
Foreign Large Blend CMTZX Columbia Masters International Equity Z
EUROPE STOCK CEEZX Columbia European Equity Z
DIVERSIFIED PACIFIC/ASIA USPAX Columbia Pacific/Asia Z
US EQUITY
Small Growth CMSCX Columbia Small Cap Growth I Z
LARGE GROWTH UMLGX Columbia Select Large Cap Growth Z
LARGE VALUE GSFTX Columbia Dividend Income Z
LARGE BLEND SMGIX Columbia Contrarian Core Z
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z
LARGE BLEND NSEPX Columbia Large Cap Core Z
LARGE GROWTH CSVFX Columbia Strategic Investor Z
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
LARGE BLEND NMIMX Columbia Large Cap Enhanced Core Z
SMALL BLEND NMSCX Columbia Small Cap Index Z
LARGE BLEND NINDX Columbia Large Cap Index Z
LARGE VALUE SRINX Columbia Corporate Income Z
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE BLEND CCRZX Columbia Large Core Quantitative Z
SMALL VALUE CMAZX Columbia Multi-Advisor Sm Cp Val Z
Small Growth AUSAX Columbia Acorn USA Z
SMALL BLEND SMCEX Columbia Small Cap Core Z
SMALL BLEND CSSZX Columbia Select Smaller Cap Value Z
Mid-Cap Growth ACTWX Columbia Acorn Select Z
LARGE VALUE CSVZX Columbia Select Large Cap Value Z
LARGE VALUE CVQZX Columbia Large Value Quantitative Z
LARGE VALUE CEVZX Columbia Equity Value Z
LARGE VALUE CDOZX Columbia Dividend Opportunity Z
LARGE VALUE CDVZX Columbia Diversified Equity Income Z
LARGE GROWTH NGIPX Columbia Marsico Growth Z
LARGE GROWTH NMYAX Columbia Marsico 21st Century Z
LARGE BLEND NGPAX Columbia LifeGoal Growth Z
LARGE GROWTH CLQZX Columbia Large Growth Quantitative Z
LARGE GROWTH GEGTX Columbia Large Cap Growth Z
LARGE VALUE UMBIX Columbia Value & Restructuring Z
REAL ESTATE
REAL ESTATE CREEX Columbia Real Estate Equity Z
FIXED INCOME
Intermediate-Term Bond UMMGX Columbia Bond Z
Short-Term Bond NSTMX Columbia Short Term Bond Z
Intermediate Government IUTIX Columbia US Treasury Index Z
Muni California Long CCAZX Columbia CA Tax Exempt Z
Multisector Bond LSIZX Columbia Strategic Income Z
High Yield Muni SRHMX Columbia High Yield Municipal Z
Intermediate-Term Bond SRBFX Columbia Intermediate Bond Z
Muni National Long CTEZX Columbia Tax-Exempt Z
Short-Term Bond CLDZX Columbia Limited Duration Credit Z
Muni National Long CATZX Columbia AMT-Free Tax-Exempt Bond Z
WORLD BOND CNBZX Columbia International Bond Z
WORLD BOND CGBZX Columbia Global Bond Z
Intermediate Government CUGZX Columbia US Govt Mortgage Z
Inflation-Protected Bond CIPZX Columbia Inflation Protected Secs Z
High Yield Bond CIOZX Columbia Income Opportunities Z
High Yield Bond CHYZX Columbia High Yield Bond Z
Emerging Markets Bond CMBZX Columbia Emerging Markets Bond Z
Bank Loan CFRZX Columbia Floating Rate Z
COMMODITIES
COMMODITIES BROAD BASKET CCSZX Columbia Commodity Strategy Z
Total Available Funds: 80
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS UMEMX Columbia Emerging Markets Z 79% 1 60 0 1.68% 5.7%
DIVERSIFIED EMERGING MKTS CEFZX Columbia Acorn Emerging Markets Z 0% 1 60 0 1.3% 0%
Others
Aggressive Allocation COTZX Columbia Thermostat Z 97% 1 60 0 0.85% 3.56%
Conservative Allocation NIPAX Columbia LifeGoal Income & Growth Z 96% 1 60 0 0.92% 3.66%
Moderate Allocation CBALX Columbia Balanced Z 89% 1 60 0 1.67% 6.83%
Moderate Allocation NBGPX Columbia LifeGoal Balanced Growth Z 86% 1 60 0 1% 8.25%
Convertibles NCIAX Columbia Convertible Securities Z 78% 1 60 0 1.08% 2%
Moderate Allocation CBMZX Columbia Portfolio Builder Moderate Z 8% 1 60 0 1.69% 4.83%
Aggressive Allocation CFIZX Columbia Flexible Capital Income Z 8% 1 60 0 1.12% 5.09%
World Allocation CRAZX Columbia Risk Allocation Z 3% 1 60 0 0.8% 3.1%
Aggressive Allocation CSAZX Columbia Strategic Allocation Z 0% 1 60 0 1.01% 0.85%
Currency CACZX Columbia Absolute Ret Ccy & Inc Z 0% 1 60 0 1.07% 0%
Multialternative CARZX Columbia Absolute Ret Multi-Strat Z 0% 1 60 0 1.14% 39.22%
Multialternative CEMZX Columbia Absolute Ret Enh Multi-Strat Z 0% 1 60 0 1.24% 0.07%
Conservative Allocation CBUZX Columbia Income Builder Z 0% 1 60 0 0.84% 3.4%
Conservative Allocation CBVZX Columbia Port Builder Conservative Z 0% 1 60 0 0.81% 8.25%
Aggressive Allocation CPAZX Columbia Portfolio Builder Aggressive Z 0% 1 60 0 1.02% 9.74%
Aggressive Allocation CCMZX Columbia Marsico Flexible Capital Z 0% 1 60 0 1.25% 10.94%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z 100% 1 60 0 0.99% 6.8%
Foreign Large Value COSZX Columbia Overseas Value Z 66% 1 60 0 1.91% 8.77%
EUROPE STOCK CAEZX Columbia Acorn European Z 5% 1 60 0 1.11% 18.33%
WORLD STOCK COGZX Columbia Marsico Global Z 0% 1 60 0 1.03% 3.49%
WORLD STOCK CGEZX Columbia Global Equity Z 0% 1 60 0 1.11% 0.5%
Foreign Large Value EMIEX Columbia International Value Z 0% 1 60 0 1.21% 1.75%
Foreign Large Growth NMOAX Columbia Marsico Intl Opp Z 0% 1 60 0 1.24% 0%
Foreign Large Blend CMTZX Columbia Masters International Equity Z 0% 1 60 0 1.09% 0%
EUROPE STOCK CEEZX Columbia European Equity Z 0% 1 60 0 1.26% 4.6%
DIVERSIFIED PACIFIC/ASIA USPAX Columbia Pacific/Asia Z 0% 1 60 0 1.28% 12.66%
US EQUITY
Small Growth CMSCX Columbia Small Cap Growth I Z 95% 1 60 0 1.24% 6.08%
LARGE GROWTH UMLGX Columbia Select Large Cap Growth Z 92% 1 60 0 1.3% 28.21%
LARGE VALUE GSFTX Columbia Dividend Income Z 91% 1 60 0 1.16% 5.75%
LARGE BLEND SMGIX Columbia Contrarian Core Z 89% 1 60 0 0.72% 8.01%
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z 89% 1 60 0 1.24% 13%
LARGE BLEND NSEPX Columbia Large Cap Core Z 86% 1 60 0 0.55% 3.42%
LARGE GROWTH CSVFX Columbia Strategic Investor Z 86% 1 60 0 1.23% 5.4%
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z 85% 1 60 0 0.88% 12.13%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 1 60 0 0.2% 9.43%
LARGE BLEND NMIMX Columbia Large Cap Enhanced Core Z 81% 1 60 0 0.58% 13.59%
SMALL BLEND NMSCX Columbia Small Cap Index Z 81% 1 60 0 0.45% 12.39%
LARGE BLEND NINDX Columbia Large Cap Index Z 76% 1 60 0 0.45% 24.54%
LARGE VALUE SRINX Columbia Corporate Income Z 76% 1 60 0 0.87% 4.69%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 76% 1 60 0 1.13% 7.15%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 1 60 0 1.83% 0%
LARGE BLEND CCRZX Columbia Large Core Quantitative Z 8% 1 60 0 1.2% 11.94%
SMALL VALUE CMAZX Columbia Multi-Advisor Sm Cp Val Z 0% 1 60 0 1.15% 9.8%
Small Growth AUSAX Columbia Acorn USA Z 0% 1 60 0 1.08% 3.97%
SMALL BLEND SMCEX Columbia Small Cap Core Z 0% 1 60 0 1.08% 0.85%
SMALL BLEND CSSZX Columbia Select Smaller Cap Value Z 0% 1 60 0 1.14% 6.06%
Mid-Cap Growth ACTWX Columbia Acorn Select Z 0% 1 60 0 0.92% 10.01%
LARGE VALUE CSVZX Columbia Select Large Cap Value Z 0% 1 60 0 1% 2.74%
LARGE VALUE CVQZX Columbia Large Value Quantitative Z 0% 1 60 0 0.87% 6.55%
LARGE VALUE CEVZX Columbia Equity Value Z 0% 1 60 0 0.93% 11.84%
LARGE VALUE CDOZX Columbia Dividend Opportunity Z 0% 1 60 0 NA NA
LARGE VALUE CDVZX Columbia Diversified Equity Income Z 0% 1 60 0 0.83% 8.95%
LARGE GROWTH NGIPX Columbia Marsico Growth Z 0% 1 60 0 1% 0%
LARGE GROWTH NMYAX Columbia Marsico 21st Century Z 0% 1 60 0 1.06% 0%
LARGE BLEND NGPAX Columbia LifeGoal Growth Z 0% 1 60 0 0.94% 6.69%
LARGE GROWTH CLQZX Columbia Large Growth Quantitative Z 0% 1 60 0 0.92% 12.6%
LARGE GROWTH GEGTX Columbia Large Cap Growth Z 0% 1 60 0 1% 9.59%
LARGE VALUE UMBIX Columbia Value & Restructuring Z 0% 1 60 0 0.97% 13.86%
REAL ESTATE
REAL ESTATE CREEX Columbia Real Estate Equity Z 84% 1 60 0 1.25% 5.93%
FIXED INCOME
Intermediate-Term Bond UMMGX Columbia Bond Z 89% 1 60 0 0.74% 4.46%
Short-Term Bond NSTMX Columbia Short Term Bond Z 89% 1 60 0 0.71% 4.62%
Intermediate Government IUTIX Columbia US Treasury Index Z 88% 1 60 0 0.17% 3.72%
Muni California Long CCAZX Columbia CA Tax Exempt Z 85% 1 60 0 0.54% 3.87%
Multisector Bond LSIZX Columbia Strategic Income Z 83% 1 60 0 0.93% 4.92%
High Yield Muni SRHMX Columbia High Yield Municipal Z 82% 1 60 0 0.82% 4.75%
Intermediate-Term Bond SRBFX Columbia Intermediate Bond Z 81% 1 60 0 0.49% 4.92%
Muni National Long CTEZX Columbia Tax-Exempt Z 66% 1 60 0 0.53% 4.06%
Short-Term Bond CLDZX Columbia Limited Duration Credit Z 14% 1 60 0 0.74% 4.14%
Muni National Long CATZX Columbia AMT-Free Tax-Exempt Bond Z 4% 1 60 0 0.77% 4.16%
WORLD BOND CNBZX Columbia International Bond Z 0% 1 60 0 0.85% 4.97%
WORLD BOND CGBZX Columbia Global Bond Z 0% 1 60 0 0.89% 3.29%
Intermediate Government CUGZX Columbia US Govt Mortgage Z 0% 1 60 0 0.61% 1.09%
Inflation-Protected Bond CIPZX Columbia Inflation Protected Secs Z 0% 1 60 0 0.6% 7.32%
High Yield Bond CIOZX Columbia Income Opportunities Z 0% 1 60 0 0.79% 4.13%
High Yield Bond CHYZX Columbia High Yield Bond Z 0% 1 60 0 0.83% 4.24%
Emerging Markets Bond CMBZX Columbia Emerging Markets Bond Z 0% 1 60 0 1.01% 3.58%
Bank Loan CFRZX Columbia Floating Rate Z 0% 1 60 0 0.82% 3.32%
COMMODITIES
COMMODITIES BROAD BASKET CCSZX Columbia Commodity Strategy Z 1% 1 60 0 0.71% 3.25%
Average Expense Ratio: 0.98%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.1% 6.9% 2.8% 4.0% 5.2% 5.1%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 7.5% 14.5% 14.3% 8.2% 6.2% 7.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 80 funds. It covers 6 major asset classes and 38 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Commodity, Emerging Market Equity and REITs.

This plan is best used for accounts in Columbia Fund Management and it only uses no load Columbia mutual funds.



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