Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return0.797.7416.91-5.4116.27
    Category Average-0.548.1815.99-5.4914.91
    Assets for Each Yr*137.46140.35163.17141.02158.94
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.27 9.36 7.64

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $158,938 mil $2,000 33.58 66.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 48.38 1.02 Average
    International Stock 2.9 7.27 1.27 Average
    Municipal Bond 3.7 7.29 0.72 Average
    Taxable Bond 3.1 10.37 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 14.46 0.59
    Chevron Corp* Energy 14.69 0.50
    Broadcom Inc* Technology 13.65 0.47
    Pfizer Inc* Healthcare -16.88 0.41
    Merck & Co Inc* Healthcare 14.10 0.34
    Berkshire Hathaway Inc B* Financial Services -2.64 0.31
    AT&T Inc* Communication Services 27.51 0.26
    Procter & Gamble Co* Consumer Defensive 29.96 0.25
    The Walt Disney Co* Consumer Cyclical 25.75 0.24
    Intel Corp* Technology 1.82 0.23
    Mondelez International Inc Class* Consumer Defensive 37.62 0.23
    Verizon Communications Inc* Communication Services 3.48 0.22
    The Home Depot Inc* Consumer Cyclical 22.83 0.21
    McDonald's Corp* Consumer Cyclical 25.05 0.19
    Fidelity National Information Se* Industrials 32.18 0.18
    Salesforce.com Inc* Technology 5.04 0.18
    Exxon Mobil Corp* Energy 7.13 0.17
    Teradyne Inc* Technology 71.32 0.17
    Allergan PLC* Healthcare 21.32 0.16
    BlackRock Inc* Financial Services 9.96 0.16

    Worst 5-Year Relative Performance | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.90
    Columbia Contrarian Guy W. Pope 14.40
    Columbia Small Cap V Jeremy H. Javidi 14.00
    Columbia Real Estate Arthur J. Hurley 12.90
    Columbia Select Larg Richard S. Rosen 12.60

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Multi Strat Marc Khalamayzer 0.60
    Columbia Thermostat Anwiti Bahuguna 1.20
    Multi-Manager Intl E John C. Capeci 1.20
    Columbia Dividend Op Yan Jin 1.30
    Columbia Emerging Ma Christopher Cooke 1.30