Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return0.797.7416.91-5.4115.02
    Category Average-0.548.1815.99-5.4913.96
    Assets for Each Yr*137.46140.35163.17141.02157.46
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 15.02 10.09 6.97

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $157,457 mil $2,000 33.78 66.22
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 48.37 1.03 Average
    International Stock 2.5 7.51 1.27 Average
    Municipal Bond 3.7 7.27 0.72 Average
    Taxable Bond 3.0 10.20 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 33.89 0.65
    Cisco Systems Inc* Technology 36.12 0.58
    Johnson & Johnson* Healthcare 5.50 0.56
    Lam Research Corp* Technology 42.06 0.47
    Visa Inc Class A* Financial Services 37.05 0.41
    Pfizer Inc* Healthcare -1.21 0.40
    Philip Morris International Inc* Consumer Defensive 26.08 0.38
    Medtronic PLC* Healthcare 10.26 0.29
    AT&T Inc* Communication Services 23.27 0.25
    Procter & Gamble Co* Consumer Defensive 26.69 0.24
    The Walt Disney Co* Consumer Cyclical 32.93 0.24
    Bristol-Myers Squibb Company* Healthcare -12.47 0.22
    Mondelez International Inc Class* Consumer Defensive 37.55 0.22
    International Business Machines * Technology 28.38 0.21
    PepsiCo Inc* Consumer Defensive 22.34 0.21
    Bank of America Corporation* Financial Services 20.74 0.20
    McDonald's Corp* Consumer Cyclical 21.25 0.19
    American Electric Power Co Inc* Utilities 22.54 0.18
    ConocoPhillips* Energy 0.03 0.18
    Fidelity National Information Se* Industrials 26.83 0.18

    Worst 5-Year Relative Performance | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.80
    Columbia Contrarian Guy W. Pope 14.30
    Columbia Small Cap V Jeremy H. Javidi 13.90
    Columbia Real Estate Arthur J. Hurley 12.80
    Columbia Select Larg Richard S. Rosen 12.50

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Alternative Marc Khalamayzer 1.10
    Columbia Thermostat Anwiti Bahuguna 1.10
    Multi-Manager Intl E John C. Capeci 1.10
    Columbia Dividend Op Yan Jin 1.20
    Columbia Acorn Inst Matthew A. Litfin 1.30