Columbia Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return20.486.610.767.6812.39
    Category Average21.216.34-0.518.0911.38
    Assets for Each Yr*157.52155.46140.08143.59160.19
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 12.39 7.85 9.69

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $160,191 mil $2,000 35.73 64.27
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 48.74 1.08 Average
    International Stock 2.8 7.04 1.36 Average
    Municipal Bond 3.8 7.77 0.74 Average
    Taxable Bond 3.4 17.71 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 39.52 1.40
    Microsoft Corp* Technology 26.78 1.19
    Facebook Inc A* Technology 53.00 0.87
    JPMorgan Chase & Co* Financial Services 15.92 0.86
    Philip Morris International Inc* Consumer Defensive 26.42 0.80
    Comcast Corp Class A* Communication Services 6.22 0.71
    Johnson & Johnson* Healthcare 24.26 0.70
    AT&T Inc* Communication Services -11.43 0.58
    Honeywell International Inc* Industrials 25.54 0.58
    Lam Research Corp* Technology 90.90 0.58
    Cisco Systems Inc* Technology 14.76 0.55
    Exxon Mobil Corp* Energy -5.77 0.53
    Alphabet Inc A* Technology 27.80 0.53
    Pfizer Inc* Healthcare 13.27 0.52
    Alphabet Inc C* Technology 28.63 0.48
    Citigroup Inc* Financial Services 24.11 0.48
    Visa Inc Class A* Financial Services 38.80 0.45
    Berkshire Hathaway Inc B* Financial Services 15.26 0.43
    Chevron Corp* Energy 3.14 0.42
    PepsiCo Inc* Consumer Defensive 9.25 0.42

    Best 5-Year Relative Performance | More
    10-18-17

    Worst 5-Year Relative Performance | More
    10-18-17

    Highest Expenses | More
    10-18-17

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 15.10
    Columbia Acorn Inter P. Zachary Egan 14.50
    Columbia Balanced Z Leonard A. Aplet 14.50
    Columbia Income Oppo Brian J. Lavin 14.30
    Columbia Contrarian Guy W. Pope 12.60

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia US Treasury Alan Erickson 0.70
    Multi-Manager Direct Michele L. Aghassi 1.00
    Columbia Disciplined Brian M. Condon 1.20
    Columbia Diversified Jeffrey L. Knight 1.40
    Columbia Thermostat David L Frank 1.50