| Columbia VP Income Opportunities 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 |
0.66%
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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 2024-06-30) |
| Total Annual Operating Expense |
0.80%
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Type |
Date |
% |
| ExpenseRatio |
Contractual |
2025-04-30 |
0.16 |
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| Inception Date: 2010-05-03 |
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| Mngr Name |
Brian J. Lavin |
| Mngr Start Date |
2004-06-01 |
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| Biography |
| Brian Lavin is a senior portfolio manager and head of the U.S. High Yield Fixed-Income Sector team at Columbia Threadneedle Investments. Mr. Lavin joined one of the Columbia Threadneedle Investments legacy firms in April 1994 as a credit analyst covering high yield bonds, was promoted to associate portfolio manager in 1999 and to portfolio manager in 2000. Previously, Mr. Lavin was a high yield analyst at Van Kampen Merrit. He has experience in both non-investment-grade and investment-grade issuers and has covered a variety of industries. He has been in the investment industry since 1986. Mr. Lavin received a B.A. in Business Administration from the University of St. Thomas and an MBA from the University of Wisconsin – Milwaukee. In addition, he holds the Chartered Financial Analyst® designation. |
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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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