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View NAVs and merger ratios for the 2008 Excelsior Funds merger transactions
The Morningstar Style Box™ reveals a fund’s investment strategy. For fixed income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond’s duration (short, intermediate or long). For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). As of 06/30/2008.

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©2008, Columbia Management Distributors, Inc.
A Member of Columbia Management
One Financial Center, Boston, Massachusetts 02111-2621

NOT FDIC INSURED. May lose value. No bank guarantee.