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MyPlanIQ Major Brokerage Investor Columbia No Load Mutual Funds

Columbia No Load Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS UMEMX Columbia Emerging Markets Z
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z
Foreign Large Value EMIEX Columbia International Value Z
Foreign Large Growth NMOAX Columbia Marsico Intl Opp 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
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
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS UMEMX Columbia Emerging Markets Z
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z
Foreign Large Value EMIEX Columbia International Value Z
Foreign Large Growth NMOAX Columbia Marsico Intl Opp 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
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
Small Growth AUSAX Columbia Acorn USA Z
SMALL BLEND SMCEX Columbia Small Cap Core Z
Mid-Cap Growth ACTWX Columbia Acorn Select Z
LARGE GROWTH NGIPX Columbia Marsico Growth 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
Multisector Bond LSIZX Columbia Strategic Income Z
Intermediate-Term Bond SRBFX Columbia Intermediate Bond Z
Total Available Funds: 30
  • 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%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z 100% 1 60 0 0.99% 6.8%
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%
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%
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%
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%
Mid-Cap Growth ACTWX Columbia Acorn Select Z 0% 1 60 0 0.92% 10.01%
LARGE GROWTH NGIPX Columbia Marsico Growth Z 0% 1 60 0 1% 0%
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%
Multisector Bond LSIZX Columbia Strategic Income Z 83% 1 60 0 0.93% 4.92%
Intermediate-Term Bond SRBFX Columbia Intermediate Bond Z 81% 1 60 0 0.49% 4.92%
Average Expense Ratio: 0.94%
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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 -1.2% 1.8% 1.1% 4.9% 3.9% 6.7%

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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 1.3% 9.5% 3.6% 8.3% 7.2% 8.3%

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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 30 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs, Fixed Income and Emerging Market Equity.

This plan is best used for accounts in Columbia Fund Management and it only uses no load Columbia mutual funds. The candidate funds have longer history among all Columbia funds.



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