Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return0.797.7416.91-5.416.79
    Category Average-0.538.1215.96-5.476.56
    Assets for Each Yr*137.46140.35163.17141.02149.51
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 6.79 10.01 6.86

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $149,505 mil $2,000 34.24 65.76
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 48.28 1.04 Average
    International Stock 2.9 7.55 1.30 Average
    Municipal Bond 3.6 7.24 0.72 Average
    Taxable Bond 3.3 17.92 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 8.56 0.65
    Cisco Systems Inc* Technology 15.35 0.59
    Broadcom Inc* Technology 10.77 0.55
    Comcast Corp Class A* Communication Services 10.28 0.37
    Citigroup Inc* Financial Services 24.53 0.36
    Honeywell International Inc* Industrials 16.02 0.36
    Wells Fargo & Co* Financial Services 8.14 0.36
    Medtronic PLC* Healthcare 1.51 0.28
    AT&T Inc* Communication Services 9.11 0.27
    Verizon Communications Inc* Communication Services -0.32 0.23
    Bank of America Corporation* Financial Services 18.22 0.20
    Baxter International Inc* Healthcare 11.62 0.19
    Boeing Co* Industrials 29.71 0.19
    DowDuPont Inc* Basic Materials 2.08 0.18
    PepsiCo Inc* Consumer Defensive 4.93 0.18
    Applied Materials Inc* Technology 20.04 0.17
    Exxon Mobil Corp* Energy 15.93 0.17
    Walmart Inc* Consumer Defensive 9.72 0.17
    BlackRock Inc* Financial Services 9.74 0.16
    Ingersoll-Rand PLC* Industrials 15.09 0.16

    Worst 5-Year Relative Performance | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.40
    Columbia Contrarian Guy W. Pope 13.90
    Columbia Small Cap V Jeremy H. Javidi 13.60
    Columbia Real Estate Arthur J. Hurley 12.40
    Columbia Select Larg Richard S. Rosen 12.10

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Thermostat Anwiti Bahuguna 0.70
    Columbia Dividend Op Yan Jin 0.80
    Multi-Manager Intl E Jonathan Bates 0.80
    Columbia Adaptive Re Joshua B. Kutin 0.90
    Columbia Adaptive Re Joshua B. Kutin 0.90