Columbia Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return20.466.620.767.686.35
    Category Average21.196.32-0.538.075.67
    Assets for Each Yr*158.53156.12140.42143.78155.76
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.35 6.76 8.86

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $155,755 mil $2,000 36.45 63.55
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 48.95 1.16 Average
    International Stock 3.0 7.02 1.42 Average
    Municipal Bond 3.8 8.06 0.91 Average
    Taxable Bond 3.5 18.00 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-22-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 33.99 1.33
    Microsoft Corp* Technology 11.41 1.10
    Philip Morris International Inc* Consumer Defensive 28.17 0.85
    JPMorgan Chase & Co* Financial Services -0.71 0.78
    Facebook Inc A* Technology 28.85 0.78
    Comcast Corp Class A* Communication Services 14.84 0.68
    Johnson & Johnson* Healthcare 11.15 0.66
    AT&T Inc* Communication Services -7.76 0.55
    Exxon Mobil Corp* Energy -7.15 0.55
    Pfizer Inc* Healthcare 0.86 0.54
    Lam Research Corp* Technology 45.05 0.54
    Alphabet Inc C* Technology 22.03 0.49
    Alphabet Inc A* Technology 21.66 0.47
    Cisco Systems Inc* Technology 6.35 0.46
    Citigroup Inc* Financial Services 3.28 0.42
    PepsiCo Inc* Consumer Defensive 10.34 0.41
    Chevron Corp* Energy -8.00 0.41
    Visa Inc Class A* Financial Services 20.02 0.40
    Wells Fargo & Co* Financial Services -2.43 0.40
    Amazon.com Inc* Consumer Cyclical 29.45 0.39

    Best 5-Year Relative Performance | More
    05-22-17

    Worst 5-Year Relative Performance | More
    05-22-17

    Highest Expenses | More
    05-22-17

    Longest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 14.60
    Columbia Acorn Inter P. Zachary Egan 14.10
    Columbia Balanced Z Leonard A. Aplet 14.10
    Columbia Income Oppo Brian J. Lavin 13.90
    Columbia Contrarian Guy W. Pope 12.10

    Shortest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia US Treasury Alan Erickson 0.30
    Multi-Manager Direct Michele L. Aghassi 0.60
    Columbia Disciplined Brian M. Condon 0.80
    Columbia Diversified Jeffrey L. Knight 1.00
    Columbia Thermostat David L Frank 1.10