Columbia Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.797.7416.91-5.4114.78
    Category Average-0.548.1815.99-5.4913.28
    Assets for Each Yr*137.46140.35163.17141.02156.59
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.78 8.73 6.68

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $156,586 mil $2,000 33.46 66.54
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 47.70 1.02 Average
    International Stock 2.9 7.19 1.27 Average
    Municipal Bond 3.7 7.51 0.72 Average
    Taxable Bond 3.1 10.64 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 17.00
    Columbia Contrarian Guy W. Pope 14.50
    Columbia Small Cap V Jeremy H. Javidi 14.10
    Columbia Real Estate Arthur J. Hurley 13.00
    Columbia Select Larg Richard S. Rosen 12.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Multi Strat Marc Khalamayzer 0.70
    Columbia Thermostat Anwiti Bahuguna 1.30
    Multi-Manager Intl E John C. Capeci 1.30
    Columbia Dividend Op Yan Jin 1.40
    Columbia Emerging Ma Christopher Cooke 1.40