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Columbia Tax-exempt Fund Class C (COLCX)

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11.28 -0.05    -0.44%
02/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 15.34M
Columbia Tax-Exempt C 11.28 -0.05 -0.44%

COLCX Overview

 
On this page you'll find an in-depth profile of Columbia Tax-exempt Fund Class C. Learn about the key management, total assets, investment strategy and contact information of COLCX among other information.
Category

Muni National Long

Total Assets

15.34M

Expenses

1.35%

Inception Date

35643

Contact Information

Address P.O. Box 8081
Boston,MA 02266-8081
United States
Phone +1 8003456611

Top Executives

Name Title Since Until
Doug Rangel Portfolio Manager 2025 Now
Biography Doug Rangel is vice president and client portfolio manager for muicipal fixed-income products at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2019. Previously, he was a senior director for client portfolio management at Galliard Capital Management, a wholly-owned subsidiary of Wells Fargo, offering fixed income management for institutional clients. Doug has been in the investment industry since 2000. He earned a B.A. in Business Management from Greenville University and a M.B.A. from the University of St. Thomas. In addition, Doug holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Minnesota.
Shannon Rinehart Senior Municipal Portfolio Manager 2024 Now
Biography Shannon Rinehart is a senior municipal portfolio manager at Columbia Threadneedle Investments. She manages high-yield municipal, long national and Minnesota municipal strategies, and the suite of national and state-specific strategic municipal income strategies. Prior to her current role, she was a portfolio manager for the Columbia Threadneedle US Investment Grade Credit team. Previously, she held industry positions in market risk, investment performance and corporate finance. Shannon joined Columbia Threadneedle Investments in 2009. She has been a member of the investment community since 2004. Shannon earned a B.S.B.A. in finance, accounting and international business from Drake University and an MBA in finance from the University of Minnesota Carlson School of Management. In addition, she holds the CFA® designation and is a member of the CFA Society of Minnesota.
Catherine M. Stienstra Senior Portfolio Manager 2018 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.
Douglas J. White Senior Portfolio Manager 2022 2025
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.
Kimberly Campbell Director 2002 2022
Biography Ms. Campbell is a Director of Columbia Management. She associated with the firm or its predecessors as an investment professional since 1995. Ms. Campbell began her investment career in 1980 and earned a B.A. from Smith College.
James Dearborn Head 2016 2018
Biography Mr. Dearborn joined Columbia Management Investment Advisers, LLC in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 1996. Mr. Dearborn began his investment career in 1986 and earned a B.A. from Wesleyan University and an M.A. from the Maxwell School of Citizenship and Public Affairs at Syracuse University.
Management Team - 2001 2002
Biography Team Managed
William C. Loring Vice President 1997 2001
Biography Loring is a vice president with Colonial Management Associates, his employer since March 1986. Previously, he spent five years with Boston Safe Deposit & Trust Company, where he served as head of the firm's fiduciary fixed-income department and manager of its tax-exempt portfolio.
Brian M. Hartford Vice President and quantitative-risk manager 1997 2001
Biography Hartford is an vice president and quantitative-risk manager with Colonial Management Associates. He joined the company as a tax-exempt trader in 1991 and assumed his present position in 1993. He previously worked as a manager in the analytic department of Harvard Management for two years.
Bonny E. Boatman Director, Senior Vice President 1993 1997
Biography Boatman has been a senior vice president and director of municipal bond investments with Colonial Management Associates since 1988. She was also a financial analyst, specializing in the credit analysis of municipal bonds. In 1986, Boatman became the principal portfolio manager for six tax-exempt funds. Prior to joining Colonial, she was a credit analyst at Bank of New England. Boatman is a member of the Boston Municipal Bond Analysts Society and the Municipal Bond Buyers Conference.
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