Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return6.610.787.6816.873.72
    Category Average6.33-0.518.0715.903.59
    Assets for Each Yr*155.10139.83143.38163.36164.14
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.72 8.34 8.69

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $164,143 mil $2,000 34.37 65.63
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 49.02 1.05 Average
    International Stock 2.8 7.81 1.32 Average
    Municipal Bond 3.8 7.09 0.72 Average
    Taxable Bond 3.3 17.05 0.88 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 27.24 1.12
    JPMorgan Chase & Co* Financial Services 8.89 0.78
    Alphabet Inc A* Technology 15.42 0.51
    Pfizer Inc* Healthcare 19.02 0.51
    Alphabet Inc Class C* Technology 14.77 0.50
    Cisco Systems Inc* Technology 22.25 0.49
    Chevron Corp* Energy -3.22 0.45
    Philip Morris International Inc* Consumer Defensive -17.41 0.42
    Honeywell International Inc* Industrials 2.64 0.40
    Visa Inc Class A* Financial Services 24.50 0.38
    Lam Research Corp* Technology -6.82 0.38
    Wells Fargo & Co* Financial Services -0.99 0.35
    Citigroup Inc* Financial Services -4.91 0.33
    Berkshire Hathaway Inc B* Financial Services 5.00 0.30
    Applied Materials Inc* Technology -13.79 0.29
    Micron Technology Inc* Technology 14.57 0.26
    Bristol-Myers Squibb Company* Healthcare 1.32 0.26
    AT&T Inc* Communication Services -11.19 0.25
    American Tower Corp* Communication Services 7.02 0.24
    The Home Depot Inc* Consumer Cyclical 4.27 0.22

    Worst 5-Year Relative Performance | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 15.90
    Columbia Income Oppo Brian J. Lavin 15.20
    Columbia Balanced In Leonard A. Aplet 13.70
    Columbia Contrarian Guy W. Pope 13.40
    Columbia Greater Chi Jasmine(Weili) Huang 13.20

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Thermostat Anwiti Bahuguna 0.20
    Columbia Dividend Op Harrison Chan 0.30
    Multi-Manager Intl E Jonathan Bates 0.30
    Columbia Adaptive Re Joshua B. Kutin 0.40
    Columbia Adaptive Re Joshua B. Kutin 0.40