Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return20.466.620.767.688.27
    Category Average21.186.33-0.528.097.45
    Assets for Each Yr*158.53156.12140.42143.78156.23
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 8.27 5.99 9.87

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $156,226 mil $2,000 36.29 63.71
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 49.02 1.16 Average
    International Stock 3.0 7.05 1.42 Average
    Municipal Bond 3.8 8.00 0.88 Average
    Taxable Bond 3.4 17.79 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-25-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 32.91 1.26
    Microsoft Corp* Technology 20.65 1.13
    JPMorgan Chase & Co* Financial Services 9.26 0.89
    Philip Morris International Inc* Consumer Defensive 31.05 0.85
    Facebook Inc A* Technology 43.66 0.82
    Johnson & Johnson* Healthcare 15.89 0.72
    Comcast Corp Class A* Communication Services 16.05 0.72
    AT&T Inc* Communication Services -11.38 0.60
    Lam Research Corp* Technology 56.40 0.55
    Exxon Mobil Corp* Energy -9.38 0.54
    Honeywell International Inc* Industrials 19.62 0.54
    Alphabet Inc A* Technology 22.28 0.52
    Pfizer Inc* Healthcare 3.88 0.51
    Alphabet Inc C* Technology 23.18 0.51
    Citigroup Inc* Financial Services 15.01 0.45
    Amazon.com Inc* Consumer Cyclical 38.67 0.43
    Visa Inc Class A* Financial Services 28.58 0.42
    Wells Fargo & Co* Financial Services 1.29 0.42
    PepsiCo Inc* Consumer Defensive 12.79 0.42
    Cisco Systems Inc* Technology 9.07 0.42

    Worst 5-Year Relative Performance | More
    07-25-17

    Highest Expenses | More
    07-25-17

    Longest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 14.80
    Columbia Balanced Z Leonard A. Aplet 14.30
    Columbia Acorn Inter P. Zachary Egan 14.20
    Columbia Income Oppo Brian J. Lavin 14.10
    Columbia Contrarian Guy W. Pope 12.30

    Shortest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia US Treasury Alan Erickson 0.50
    Multi-Manager Direct Michele L. Aghassi 0.80
    Columbia Disciplined Brian M. Condon 1.00
    Columbia Diversified Jeffrey L. Knight 1.20
    Columbia Thermostat David L Frank 1.20