Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return20.466.620.767.687.80
    Category Average21.186.33-0.528.096.84
    Assets for Each Yr*158.53156.12140.42143.78156.93
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.80 6.66 10.27

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $156,930 mil $2,000 36.39 63.61
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 48.78 1.16 Average
    International Stock 3.0 7.12 1.42 Average
    Municipal Bond 3.8 8.04 0.91 Average
    Taxable Bond 3.4 17.79 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-26-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.94 1.35
    Microsoft Corp* Technology 14.76 1.16
    Facebook Inc A* Technology 33.50 0.83
    Philip Morris International Inc* Consumer Defensive 32.90 0.82
    JPMorgan Chase & Co* Financial Services 2.24 0.80
    Comcast Corp Class A* Communication Services 15.13 0.73
    Johnson & Johnson* Healthcare 19.76 0.65
    Lam Research Corp* Technology 41.77 0.60
    AT&T Inc* Communication Services -7.99 0.56
    Exxon Mobil Corp* Energy -8.31 0.55
    Alphabet Inc C* Technology 23.38 0.54
    Pfizer Inc* Healthcare 6.77 0.54
    Alphabet Inc A* Technology 22.67 0.52
    Cisco Systems Inc* Technology 8.50 0.47
    Honeywell International Inc* Industrials 17.04 0.43
    Citigroup Inc* Financial Services 7.86 0.41
    PepsiCo Inc* Consumer Defensive 13.43 0.41
    Amazon.com Inc* Consumer Cyclical 32.55 0.41
    Chevron Corp* Energy -9.69 0.41
    Visa Inc Class A* Financial Services 22.47 0.41

    Best 5-Year Relative Performance | More
    06-26-17

    Worst 5-Year Relative Performance | More
    06-26-17

    Highest Expenses | More
    06-26-17

    Longest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 14.70
    Columbia Acorn Inter P. Zachary Egan 14.20
    Columbia Balanced Z Leonard A. Aplet 14.20
    Columbia Income Oppo Brian J. Lavin 14.00
    Columbia Contrarian Guy W. Pope 12.20

    Shortest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia US Treasury Alan Erickson 0.40
    Multi-Manager Direct Michele L. Aghassi 0.70
    Columbia Disciplined Brian M. Condon 0.90
    Columbia Diversified Jeffrey L. Knight 1.10
    Columbia Thermostat David L Frank 1.20