Columbia Funds Series Trust I - Columbia Adaptive Retirement 2055 Fund (CARFX)
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Columbia Funds Series Trust I - Columbia Adaptive Retirement 2055 Fund
Boston MA 02111
One Financial Center
Columbia Funds Series Trust I
Management information
,Lead manager since 3 April 2018
Alex Wilkinson is a portfolio manager for the Global Asset Allocation Team at Columbia Threadneedle Investments. Mr. Wilkinson joined one of the Columbia Threadneedle Investments firms in 2006 and has been a member of the investment community since then. Prior to joining the Global Asset Allocation Team he held positions as a senior analyst on the Performance Measurement Team, and as an intermediate analyst with the Quantitative Strategies Group. Mr. Wilkinson received a B.A. in economics from the University of Massachusetts at Amherst. In addition, he holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.
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
CategoryTarget-Date 2055
Fund familyColumbia Threadneedle
Net assets376.65k
YTD return6.56%
Yield5.89%
Morningstar rating★★★
Inception date3 Apr 2018
Fund operations
Last dividend0.74
Last cap gain-26.00
Holdings turnover14.00%
Average for categoryN/A
Fees and expenses
ExpenseCARFXCategory average
Annual report expense ratio (net)0.30%0.45%
Prospectus net expense ratio0.30%N/A
Prospectus gross expense ratio0.34%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.47%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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