Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return0.797.7416.91-5.41--
    Category Average-0.538.1315.94-5.493.44
    Assets for Each Yr*137.54140.42163.21141.05141.05
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.41 6.01 5.07

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $141,048 mil $2,000 34.28 65.72
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 47.19 1.04 Average
    International Stock 2.8 7.43 1.30 Average
    Municipal Bond 3.6 7.63 0.72 Average
    Taxable Bond 3.2 18.82 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 1.12
    Apple Inc* Technology -0.58 0.94
    Johnson & Johnson* Healthcare 1.27 0.69
    JPMorgan Chase & Co* Financial Services 7.96 0.67
    Amazon.com Inc* Consumer Cyclical 12.93 0.63
    Alphabet Inc A* Technology 5.97 0.58
    Broadcom Inc* Technology 2.57 0.57
    Cisco Systems Inc* Technology 4.68 0.56
    Facebook Inc A* Technology 14.46 0.46
    Alphabet Inc Class C* Technology 6.05 0.43
    Lam Research Corp* Technology 8.36 0.41
    Philip Morris International Inc* Consumer Defensive 10.53 0.37
    Comcast Corp Class A* Communication Services 6.34 0.36
    Wells Fargo & Co* Financial Services 8.53 0.35
    Berkshire Hathaway Inc B* Financial Services 0.15 0.34
    Mastercard Inc A* Financial Services 7.25 0.32
    Medtronic PLC* Healthcare -4.02 0.30
    Citigroup Inc* Financial Services 21.24 0.30
    Bristol-Myers Squibb Company* Healthcare -2.79 0.30
    Merck & Co Inc* Healthcare -0.71 0.29

    Worst 5-Year Relative Performance | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.30
    Columbia Income Oppo Brian J. Lavin 15.60
    Columbia Contrarian Guy W. Pope 13.80
    Columbia Greater Chi Jasmine(Weili) Huang 13.70
    Columbia Small Cap V Jeremy H. Javidi 13.50

    Shortest Manager Tenure | More
    01-18-19

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