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Columbia Funds - Investor Site 
 

Calculators

 General Investing
Calculator Asset Allocation Profiler

Determine which asset allocation model may be right for your portfolio.

Calculator Time Value Calculator

Estimate the future value of an investment based on different rates of return.

Calculator Taxable-Equivalent Yield Calculator

Compare the after-tax returns of various types of bonds with different tax treatments.

 College savings
Calculator Education Funding Planner

Generate a comprehensive, personalized report which provides an analysis of future college costs and presents options for building an investment plan.

Calculator College Cost Projector

Calculate the future cost of a college education based on the estimated current cost.

Calculator 529 State Tax Deduction Calculator

Determine the potential net value of a state tax deduction.

Calculator Cost of Waiting Calculator

See the potential impact of delaying a savings plan.

Calculator Quick EFC Calculator

Prepare an approximation of the Expected Family Contribution (EFC).

The calculators are provided by one or more third party service providers. The figures entered on the input page of the calculators are for hypothetical purposes only. You should enter figures that are appropriate to your individual situation. The results provided by the calculators are also intended for illustrative purposes only and accuracy is not guaranteed. Columbia Management Investment Distributors, Inc. and its affiliates are not tax or legal advisers. This calculator is not intended to offer any tax, legal, financial or investment advice and does not assure the availability of or your eligibility for any specific product offered by Columbia Management, its affiliates or any other institution, nor do these calculators predict or guarantee the actual results of any investment product. The terms and conditions of products offered by institutions will differ and may affect the results of the calculators. Please consult with qualified professionals to discuss your situation. On calculators that require you to select an anticipated investment return, consideration should be given to factors affecting your potential return such as investment objectives, risk tolerance, and the time horizon for the investment. Remember, past performance is no guarantee of future results.

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© 2010 Columbia Management Investment Advisers, LLC. All rights reserved.

On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.

NOT FDIC INSURED.No Bank Guarantee.May Lose Value