| Columbia VP Select Mid Cap Value 1 |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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| Maximum Fees |
| Administrative |
--- |
| Management |
0.82%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
0.00%
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| Management |
0.82%
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| Expense Ratio |
0.82%
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(taken from annual report dated 2024-06-30) |
| Total Annual Operating Expense |
0.89%
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Type |
Date |
% |
| ExpenseRatio |
Contractual |
2025-04-30 |
0.07 |
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| Inception Date: 2010-05-03 |
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| Mngr Name |
Kari L. Montanus |
| Mngr Start Date |
2018-05-01 |
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| Biography |
| Kari Montanus is a portfolio manager on the Columbia Focused Value Team at Columbia Threadneedle Investments. Ms. Montanus joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, she worked for Goldman Sachs & Co. as a vice president of investment research. Prior to that, she was an associate analyst of equity research for Morgan Stanley Dean Witter & Co. and for Morgan Stanley & Company in their Tokyo, Japan office. Ms. Montanus received a B.A. in international relations from Stanford University and an MBA in finance from The Wharton School, University of Pennsylvania. |
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| Mngr Name |
Jonas Patrikson |
| Mngr Start Date |
2014-06-25 |
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| Biography |
| Jonas Patrikson is a portfolio manager for Columbia Threadneedle Investments. Mr. Patrikson joined one of the Columbia Threadneedle Investments legacy firms in 2004. Previously, Mr. Patrikson served as a senior research analyst at Nordberg Capital and as an investment manager in Sweden working for SIF and Svenska Kreditforsakrings AB. He has been a member of the investment community since 1990. Mr. Patrikson holds a B.A. in Finance and Accounting from University of Linkoping, Sweden. In addition, he holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Portland. |
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| Columbia Mgmt Investment Advisers, LLC |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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