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19.65
+0.02
+0.10%
- Morningstar Rating:
- Total Assets: 270.52M
Columbia Minnesota Tax-Exempt A
19.65
+0.02
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
Columbia Minnesota Tax-exempt Fund Class A Overview
On this page you'll find an in-depth profile of Columbia Minnesota Tax-exempt Fund Class A. Learn about the key management, total assets, investment strategy and contact information of IMNTX among other information.
Investment Strategy
The investment seeks to provide shareholders with a high level of income generally exempt from federal income tax as well as from Minnesota State and local tax. Under normal market circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal obligations that are generally exempt from U.S. federal income tax as well as from Minnesota State and local income tax. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity. The fund is non-diversified.
Contact Information
Address
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Phone
+1 8003456611
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Douglas J. White | Senior Portfolio Manager | 2018 | Now |
| Biography | Mr. White joined Columbia Management Investment Advisers, LLC in 2018 as a senior portfolio manager. Prior to joining Columbia, Mr. White was a portfolio manager at Nuveen Asset Management, LLC (Nuveen Asset Management) since 2011 in connection with Nuveen Asset Management’s acquisition of a portion of the asset management business of FAF Advisors, Inc. Mr. White began his investment career in 1983 and earned a B.A. from Carleton College and an M.B.A. from the University of Minnesota, Carlson School of Management. | ||
| Catherine M. Stienstra | Senior Portfolio Manager | 2007 | Now |
| Biography | Director and Senior Portfolio Manager of the Columbia Management Investment Advisers, LLC; associated with the Columbia Management Investment Advisers, LLC as an investment professional since 2007. Sector Leader of the Adviser’s Municipal Bond Team from 2007 to 2010. Prior to 2007, Ms. Stienstra was employed by FAF Advisors, Inc. (formerly USBancorp Asset Management) from 1998 to 2007, where she was a Director and Senior Portfolio Manager. Ms. Stienstra began her investment career in 1988 and earned a B.A. from the University of Nebraska. | ||
| Anders Myhran | Portfolio Manager | 2016 | 2022 |
| Biography | Mr. Myhran joined the Investment Manager in 1992. Mr. Myhran began his investment career in 1992 and earned a B.A. in business with majors in finance and quantitative analysis from the University of Wisconsin. | ||
| Mary Grindland | investment manager | 2010 | 2011 |
| Biography | • Joined the investment manager in 1985. • Sector Manager on the Municipal Bond Team since 1993. • Began investment career in 1986. • B.S., finance, National University. | ||
| Richard T. LaCoff | Senior Managing Director | 2006 | 2007 |
| Biography | Mr. LaCoff is a Senior Managing Director. Mr. LaCoff joined the Sterling Capital Management LLC in 2007 and is a Senior Fixed Income Portfolio Manager and head of Sterling Capital’s Fixed Income Trading and Analytics. He has investment experience since 1991. Prior to joining Sterling Capital, he worked for RiverSource Investments as a Senior Portfolio Manager. Prior to RiverSource, he developed domestic as well as international fixed experience during his nine year tenure with Payden & Rygel Investment Counsel. During that time he held a number of positions that included Global Bond Strategist, Head of Global Non-Dollar Investment Grade Credit Strategy, and Head of Municipal Bond Strategy and Trading. Additionally, he managed taxable and tax exempt portfolios at Vanguard Group. Mr. LaCoff is a magna cum laude graduate of Villanova University where he received his B.S. in Business Administration and holds an M.S. in Finance from Drexel University. | ||
| David Kerwin | Portfolio Manager | 2004 | 2006 |
| Biography | Kerwin joined RiverSource Investments (previously American Express Financial Corporation) in 1985 as a municipal bond trader. He has managed the fund since 2004. Kerwin holds the Chartered Financial Analyst designation. | ||
| Terrence M. Fettig | Senior Analyst, Associate Portfolio Manager, Senior Portfolio Manager | 2003 | 2004 |
| Biography | Fettig joined American Express Financial Corporation in March 1986 as a senior analyst. Since then he has served as an associate portfolio manager and is currently a senior portfolio manager. Fettig holds the Chartered Financial Analyst designation. | ||
| David Kerwin | Portfolio Manager | 2002 | 2003 |
| Biography | Kerwin joined RiverSource Investments (previously American Express Financial Corporation) in 1985 as a municipal bond trader. He has managed the fund since 2004. Kerwin holds the Chartered Financial Analyst designation. | ||
| Paul B. Hylle | Portfolio Manager | 1993 | 2002 |
| Biography | Hylle is a portfolio manager with American Express Financial Corporation, his employer since July 1993. Prior to joining the firm, he spent 15 years with Lutheran Brotherhood, first as an analyst and then as a portfolio manager. Hylle holds the Chartered Financial Analyst designation and is a member of the Twin Cities Society of Security Analysts. | ||
| Kurt Larson | Vice President | 1986 | 1993 |
| Biography | Larson joined American Express Financial Corporation in 1961. He is now vice president for tax-exempt mutual funds. Larson holds the Chartered Financial Analyst designation and is a member of the Twin Cities Society of Security Analysts, the Society of Municipal Analysts, and the Life Office Management Association. | ||
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