Columbia Funds Series Trust I - Multi-Asset Income Fund (CLCNX)
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Columbia Funds Series Trust I - Multi-Asset Income Fund
Columbia Funds Series Trust I
One Financial Center
Boston MA 02111
800-345-6611
Management information
Dan Boncarosky,Lead manager since 26 March 2015
Daniel Boncarosky is a portfolio manager on the Global Asset Allocation Team for Columbia Threadneedle Investments. Mr. Boncarosky joined one of the Columbia Threadneedle Investments legacy firms in 2008. Before joining the Global Asset Allocation Team, Mr. Boncarosky was an analyst on the international bond team. He has been a member of the investment community since 2008. Mr. Boncarosky received a B.S. in finance and statistics from the New York University Stern School of Business. In addition, he holds the Chartered Financial Analyst® designation.
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
CategoryAllocation--30% to 50% Equity
Fund familyColumbia Threadneedle
Net assets164.61M
YTD return0.27%
Yield4.58%
Morningstar rating★★
Inception date26 Mar 2015
Fund operations
Last dividend0.02
Last cap gain0.00
Holdings turnover82.00%
Average for categoryN/A
Fees and expenses
ExpenseCLCNXCategory average
Annual report expense ratio (net)1.74%0.72%
Prospectus net expense ratio1.74%N/A
Prospectus gross expense ratio1.98%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A4.82%
Max deferred sales load1.00%1.38%
3-yr expense projection598N/A
5-yr expense projection1,045N/A
10-yr expense projection2,287N/A
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