Columbia Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return6.610.777.6816.890.59
    Category Average6.33-0.528.1015.920.37
    Assets for Each Yr*155.07139.74143.34163.23153.91
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.59 7.60 6.78

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $153,910 mil $2,000 34.28 65.72
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 49.10 1.04 Average
    International Stock 2.4 7.55 1.31 Average
    Municipal Bond 3.6 7.12 0.72 Average
    Taxable Bond 3.2 17.40 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-10-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 1.89 1.26
    Microsoft Corp* Technology 27.25 1.09
    JPMorgan Chase & Co* Financial Services -2.90 0.70
    Pfizer Inc* Healthcare 26.34 0.57
    Facebook Inc A* Technology -19.61 0.52
    Broadcom Inc* Technology -4.83 0.47
    Philip Morris International Inc* Consumer Defensive -17.11 0.45
    Chevron Corp* Energy -4.61 0.40
    Wells Fargo & Co* Financial Services -16.86 0.38
    Visa Inc Class A* Financial Services 21.70 0.37
    Citigroup Inc* Financial Services -21.23 0.33
    Medtronic PLC* Healthcare 20.05 0.32
    Lam Research Corp* Technology -23.06 0.26
    Lockheed Martin Corp* Industrials -4.50 0.25
    Merck & Co Inc* Healthcare 40.15 0.25
    Verizon Communications Inc* Communication Services 14.57 0.24
    American Tower Corp* Communication Services 18.10 0.23
    Bristol-Myers Squibb Company* Healthcare -11.59 0.23
    Biogen Inc* Healthcare 0.27 0.19
    Altria Group Inc* Consumer Defensive -22.20 0.18

    Worst 5-Year Relative Performance | More
    12-10-18

    Highest Expenses | More
    12-10-18

    Longest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.20
    Columbia Income Oppo Brian J. Lavin 15.50
    Columbia Balanced In Leonard A. Aplet 14.10
    Columbia Contrarian Guy W. Pope 13.70
    Columbia Greater Chi Jasmine(Weili) Huang 13.60

    Shortest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Dividend Op Yan Jin 0.60
    Columbia Thermostat Anwiti Bahuguna 0.60
    Multi-Manager Intl E Jonathan Bates 0.60
    Columbia Adaptive Re Joshua B. Kutin 0.70
    Columbia Adaptive Re Joshua B. Kutin 0.70