Columbia Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return6.610.777.6816.89-0.77
    Category Average6.33-0.528.1015.92-0.84
    Assets for Each Yr*155.07139.74143.34163.23153.10
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.77 7.35 6.82

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $153,099 mil $2,000 34.18 65.82
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 48.58 1.05 Average
    International Stock 2.4 7.33 1.32 Average
    Municipal Bond 3.7 7.27 0.72 Average
    Taxable Bond 3.3 17.80 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.49 1.13
    Amazon.com Inc* Consumer Cyclical 39.48 0.74
    JPMorgan Chase & Co* Financial Services 4.80 0.71
    Pfizer Inc* Healthcare 23.91 0.55
    Broadcom Inc* Technology -10.44 0.52
    Alphabet Inc A* Technology -0.52 0.50
    Alphabet Inc Class C* Technology -0.99 0.43
    Chevron Corp* Energy -5.18 0.42
    Medtronic PLC* Healthcare 15.83 0.35
    Comcast Corp Class A* Communication Services -4.00 0.35
    Citigroup Inc* Financial Services -10.87 0.34
    Mastercard Inc A* Financial Services 31.59 0.34
    Wells Fargo & Co* Financial Services -10.37 0.31
    Lam Research Corp* Technology -20.33 0.30
    Lockheed Martin Corp* Industrials -2.90 0.27
    Adobe Inc* Technology 36.24 0.25
    Merck & Co Inc* Healthcare 35.15 0.23
    DowDuPont Inc* Basic Materials -17.71 0.20
    Intel Corp* Technology 5.26 0.20
    American Tower Corp* Communication Services 14.68 0.20

    Worst 5-Year Relative Performance | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.10
    Columbia Income Oppo Brian J. Lavin 15.40
    Columbia Balanced In Leonard A. Aplet 14.00
    Columbia Contrarian Guy W. Pope 13.60
    Columbia Greater Chi Jasmine(Weili) Huang 13.50

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Dividend Op Yan Jin 0.50
    Columbia Thermostat Anwiti Bahuguna 0.50
    Multi-Manager Intl E Jonathan Bates 0.50
    Columbia Adaptive Re Joshua B. Kutin 0.60
    Columbia Adaptive Re Joshua B. Kutin 0.60