Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.610.787.6816.87-0.17
    Category Average6.33-0.518.0715.90-0.29
    Assets for Each Yr*155.10139.83143.38163.36160.00
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.17 7.27 8.76

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $159,998 mil $2,000 35.19 64.81
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 48.40 1.08 Average
    International Stock 2.9 7.29 1.33 Average
    Municipal Bond 3.8 7.40 0.72 Average
    Taxable Bond 3.4 17.71 0.88 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -1.70 1.08
    Microsoft Corp* Technology 11.55 1.07
    JPMorgan Chase & Co* Financial Services 5.28 0.86
    Facebook Inc A* Technology -5.77 0.70
    Amazon.com Inc* Consumer Cyclical 30.61 0.63
    Philip Morris International Inc* Consumer Defensive -19.22 0.59
    Cisco Systems Inc* Technology 16.74 0.58
    Johnson & Johnson* Healthcare -8.75 0.57
    Alphabet Inc C* Technology 2.54 0.48
    Alphabet Inc A* Technology 2.27 0.45
    Citigroup Inc* Financial Services -5.50 0.44
    Comcast Corp Class A* Communication Services -16.21 0.43
    Honeywell International Inc* Industrials -1.33 0.43
    Pfizer Inc* Healthcare 2.07 0.42
    AT&T Inc* Communication Services -8.26 0.40
    Lam Research Corp* Technology 4.53 0.39
    Micron Technology Inc* Technology 23.10 0.37
    Chevron Corp* Energy -1.41 0.35
    Applied Materials Inc* Technology 0.14 0.34
    Visa Inc Class A* Financial Services 9.11 0.34

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 15.60
    Columbia Balanced In Leonard A. Aplet 15.00
    Columbia Income Oppo Brian J. Lavin 14.80
    Columbia Contrarian Guy W. Pope 13.10
    Columbia Greater Chi Jasmine(Weili) Huang 12.90

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Thermostat Jeffrey L. Knight 0.10
    Columbia Contrarian Soo Nam Ng 0.20
    Columbia Mid Cap Gro John L. Emerson 0.20
    Columbia Adaptive Re Jeffrey L. Knight 0.50
    Columbia Adaptive Re Jeffrey L. Knight 0.50