Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return0.797.7416.91-5.4114.48
    Category Average-0.548.1715.97-5.4913.41
    Assets for Each Yr*137.46140.35163.17141.02158.14
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 14.48 10.47 7.72

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $158,141 mil $2,000 34.00 66.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 48.82 1.03 Average
    International Stock 2.5 7.50 1.28 Average
    Municipal Bond 3.7 7.06 0.72 Average
    Taxable Bond 3.0 11.17 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 30.65 0.60
    Lam Research Corp* Technology 43.61 0.58
    Broadcom Inc* Technology 17.96 0.55
    Pfizer Inc* Healthcare -2.96 0.37
    Citigroup Inc* Financial Services 28.47 0.37
    Verizon Communications Inc* Communication Services 4.21 0.21
    Mondelez International Inc Class* Consumer Defensive 32.55 0.21
    Baxter International Inc* Healthcare 17.12 0.20
    Booking Holdings Inc* Consumer Cyclical 4.70 0.19
    Teradyne Inc* Technology 49.97 0.19
    Exxon Mobil Corp* Energy 14.46 0.17
    Texas Instruments Inc* Technology 17.20 0.17
    Walmart Inc* Consumer Defensive 9.90 0.16
    BlackRock Inc* Financial Services 14.69 0.16
    Fidelity National Information Se* Industrials 16.48 0.15
    DowDuPont Inc* Basic Materials -7.91 0.15
    Valero Energy Corp* Energy 16.41 0.15
    Ameren Corp* Utilities 14.54 0.13
    Marsh & McLennan Companies Inc* Financial Services 21.05 0.12
    Northrop Grumman Corp* Industrials 24.91 0.12

    Worst 5-Year Relative Performance | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.60
    Columbia Contrarian Guy W. Pope 14.10
    Columbia Small Cap V Jeremy H. Javidi 13.80
    Columbia Real Estate Arthur J. Hurley 12.70
    Columbia Select Larg Richard S. Rosen 12.30

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Dividend Op Yan Jin 1.00
    Columbia Thermostat Anwiti Bahuguna 1.00
    Multi-Manager Intl E John C. Capeci 1.00
    Columbia Adaptive Re Joshua B. Kutin 1.10
    Columbia Adaptive Re Joshua B. Kutin 1.10