Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------5.45
    Category Average6.33-0.528.1015.915.28
    Assets for Each Yr*155.07139.74143.34163.23164.13
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 5.45 11.42 8.66

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $164,125 mil $2,000 34.27 65.73
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 49.55 1.05 Average
    International Stock 2.8 7.61 1.32 Average
    Municipal Bond 3.7 6.96 0.72 Average
    Taxable Bond 3.4 16.98 0.87 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 1.16
    JPMorgan Chase & Co* Financial Services 3.43 0.77
    Johnson & Johnson* Healthcare -2.32 0.62
    Alphabet Inc A* Technology 3.55 0.52
    Alphabet Inc Class C* Technology 3.15 0.46
    Honeywell International Inc* Industrials 1.63 0.41
    Visa Inc Class A* Financial Services 17.84 0.41
    Wells Fargo & Co* Financial Services -13.22 0.38
    Lam Research Corp* Technology -23.77 0.35
    Citigroup Inc* Financial Services -6.64 0.33
    Adobe Systems Inc* Technology 36.24 0.26
    Micron Technology Inc* Technology 2.07 0.25
    AT&T Inc* Communication Services -13.19 0.23
    Intel Corp* Technology -2.23 0.21
    Bank of America Corporation* Financial Services -2.61 0.20
    BlackRock Inc* Financial Services -16.96 0.20
    FedEx Corp* Industrials -12.15 0.19
    Vertex Pharmaceuticals Inc* Healthcare 17.25 0.19
    PepsiCo Inc* Consumer Defensive -10.17 0.18
    Exxon Mobil Corp* Energy 0.44 0.17

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

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.10
    Columbia Income Oppo Brian J. Lavin 15.30
    Columbia Balanced In Leonard A. Aplet 13.90
    Columbia Contrarian Guy W. Pope 13.60
    Columbia Greater Chi Jasmine(Weili) Huang 13.40

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Thermostat Anwiti Bahuguna 0.40
    Multi-Manager Intl E Jonathan Bates 0.40
    Columbia Adaptive Re Joshua B. Kutin 0.50
    Columbia Adaptive Re Joshua B. Kutin 0.50
    Columbia Adaptive Re Joshua B. Kutin 0.50