Columbia VP Income Opportunities 1 |
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Release date as of 2025-04-30. Data on page is subject to change. |
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Fees and Expenses |
Taken from prospectus dated 2025-05-01 |
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Maximum Fees |
Administrative |
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Management |
0.66%
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12b-1 |
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Actual Fees |
12b-1 |
0.00%
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Management |
0.66%
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Expense Ratio |
0.64%
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(taken from annual report dated 2024-12-31) |
Total Annual Operating Expense |
0.81%
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Type |
Date |
% |
ExpenseRatio |
Contractual |
2026-04-30 |
0.17 |
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Inception Date: 2010-05-03 |
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Mngr Name |
Daniel J. DeYoung |
Mngr Start Date |
2019-02-08 |
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Biography |
Mr. DeYoung began his investment career in 2005 and earned a B.S. from the University of Minnesota Carlson School of Management. |
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Mngr Name |
Spencer Sutcliffe |
Mngr Start Date |
2024-08-01 |
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Biography |
Spencer Sutcliffe is a portfolio manager and senior analyst for the High-Yield Fixed-Income Sector Team at Columbia Threadneedle Investments. He joined one of the Columbia Threadneedle Investments legacy firms in 2010. Previously, Spencer was a senior high-yield analyst for Principal Global Investors. He has additional experience as an assistant vice president for 40/86 Advisors and as a financial Analyst for Conseco. Spencer has been in the investment industry since 2001. He holds a B.B.A. in economics from Marshall University and received an MBA in finance from Butler University. |
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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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