Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return6.610.767.6816.853.41
    Category Average6.33-0.528.0815.913.42
    Assets for Each Yr*155.46140.08143.59163.47167.96
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.41 9.83 10.17

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $167,962 mil $2,000 35.42 64.58
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 49.32 1.08 Average
    International Stock 2.6 7.33 1.35 Average
    Municipal Bond 3.8 7.17 0.72 Average
    Taxable Bond 3.4 16.85 0.88 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 7.45 1.05
    Apple Inc* Technology 1.46 0.97
    JPMorgan Chase & Co* Financial Services 8.24 0.84
    Facebook Inc A* Technology 0.82 0.72
    Philip Morris International Inc* Consumer Defensive -1.83 0.56
    Johnson & Johnson* Healthcare -7.02 0.55
    Amazon.com Inc* Consumer Cyclical 26.80 0.55
    Cisco Systems Inc* Technology 13.84 0.54
    Comcast Corp Class A* Communication Services -2.20 0.50
    Alphabet Inc C* Technology 6.21 0.49
    Alphabet Inc A* Technology 5.73 0.47
    Honeywell International Inc* Industrials 0.45 0.47
    Citigroup Inc* Financial Services 3.91 0.46
    Pfizer Inc* Healthcare -0.33 0.45
    Wells Fargo & Co* Financial Services -0.91 0.44
    AT&T Inc* Communication Services -5.32 0.41
    Exxon Mobil Corp* Energy -9.54 0.41
    Berkshire Hathaway Inc B* Financial Services 1.41 0.38
    Lam Research Corp* Technology 2.80 0.38
    Chevron Corp* Energy -11.99 0.36

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 15.40
    Columbia Balanced In Leonard A. Aplet 14.80
    Columbia Income Oppo Brian J. Lavin 14.70
    Columbia Contrarian Guy W. Pope 12.90
    Columbia Greater Chi Jasmine(Weili) Huang 12.80

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Mid Cap Gro John L. Emerson 0.00
    Columbia Contrarian Soo Nam Ng 0.10
    Columbia Adaptive Re Jeffrey L. Knight 0.30
    Columbia Adaptive Re Jeffrey L. Knight 0.30
    Columbia Adaptive Re Jeffrey L. Knight 0.30