Columbia Global Strategic Equity Fund Class C (NLGCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Columbia Global Strategic Equity Fund Class C
Columbia Funds Series Trust
One Financial Center
Boston MA 02111
800-345-6611
Management information
Melda Mergen,Lead manager since 8 March 2016
Melda Mergen is Deputy Global Head of Equities for Columbia Threadneedle Investments. In this role she leads the company’s U.S.-based equity investment team capabilities. She is also co-lead portfolio manager on the Columbia Large Cap Core Strategy. Prior to her current role, Ms. Mergen led the Investment Oversight Team from 2004 to April 2014. Before that, Ms. Mergen was a senior equity quantitative research analyst. Ms. Mergen joined one of the Columbia Threadneedle Investments legacy firms in 1999 and has been a member of the investment community since then. Ms. Mergen received a B.A. in economics from Bogazici University and an MBA from the University of Massachusetts at Amherst. She is a member of the Boston Security Analysts Society and the CFA Institute. In addition, she holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.
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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
CategoryWorld Large Stock
Fund familyColumbia
Net assets628.04M
YTD return-4.23%
Yield1.27%
Morningstar rating★★★
Inception date14 Oct 1996
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover17.00%
Average for categoryN/A
Fees and expenses
ExpenseNLGCXCategory average
Annual report expense ratio (net)1.94%1.06%
Prospectus net expense ratio1.94%N/A
Prospectus gross expense ratio1.94%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.25%
Max deferred sales load1.00%1.21%
3-yr expense projection609N/A
5-yr expense projection1,047N/A
10-yr expense projection2,264N/A
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