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Fund |
| Fund name: Liberty Fund C
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| Symbol: CTCCX
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Portfolio contains these types of investments:
Cisco Sys - Intel - General Elec FNMA 6.5% - FNMA 6% US Treasury Note 6.5% FNMA 6.5% - Microsoft - FNMA TBA 7.5% - US Treasury Bond 8.75%
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
Liberty-Colonial Fund - Class C seeks income and capital appreciation; capital preservation is secondary. The fund invests in both equity securities and U.S. government debt securities. The allocation is determined based on the advisor's assessment of the relative risk and expected performance of each market. The companies selected for investment are typically judged by the advisor to indicate above-average financial soundness and high intrinsic value relative to price. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads. Prior to May 3, 1999, the fund was named Colonial Fund - Class C.
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Expenses
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| Annual expense ratio: 1.88
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: 1.0
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Performance
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| Performance 3 Months: -1.3
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| Performance Year to Date: 1.47
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| Performance 12 Months: 5.03
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| Performance 3 Years: N/A
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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