Columbia Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return20.176.610.757.634.39
    Category Average20.836.25-0.587.994.08
    Assets for Each Yr*166.96164.42148.36151.75155.79
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.39 5.76 8.66

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $155,788 mil $2,000 36.17 63.83
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 50.66 1.11 Average
    International Stock 3.0 6.77 1.38 Average
    Municipal Bond 3.8 8.17 0.91 Average
    Taxable Bond 3.5 18.31 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 21.23 1.26
    Microsoft Corp* Technology 3.96 1.07
    Philip Morris International Inc* Consumer Defensive 25.18 0.83
    JPMorgan Chase & Co* Financial Services 1.83 0.81
    Facebook Inc A* Technology 20.39 0.75
    Comcast Corp Class A* Communication Services 7.37 0.69
    Johnson & Johnson* Healthcare 11.14 0.65
    Exxon Mobil Corp* Energy -8.51 0.55
    Pfizer Inc* Healthcare 6.43 0.54
    Lam Research Corp* Technology 17.96 0.51
    AT&T Inc* Communication Services 0.09 0.51
    Alphabet Inc A* Technology 7.28 0.50
    Alphabet Inc C* Technology 7.60 0.49
    Cisco Systems Inc* Technology 12.97 0.49
    Chevron Corp* Energy -7.29 0.45
    Wells Fargo & Co* Financial Services 2.03 0.42
    Citigroup Inc* Financial Services -2.07 0.42
    PepsiCo Inc* Consumer Defensive 7.54 0.42
    Altria Group Inc* Consumer Defensive 13.19 0.41
    Merck & Co Inc* Healthcare 9.36 0.41

    Worst 5-Year Relative Performance | More
    03-21-17

    Lowest Expenses | More
    03-21-17

    Highest Expenses | More
    03-21-17

    Longest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 14.50
    Columbia Acorn Inter P. Zachary Egan 13.90
    Columbia Balanced Z Leonard A. Aplet 13.90
    Columbia Income Oppo Brian J. Lavin 13.80
    Columbia Contrarian Guy W. Pope 12.00

    Shortest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia US Treasury Alan Erickson 0.10
    Multi-Manager Direct Michele L. Aghassi 0.40
    Columbia Disciplined Brian M. Condon 0.70
    Columbia Diversified Jeffrey L. Knight 0.90
    Columbia Thermostat David L Frank 0.90