Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return20.466.620.767.684.96
    Category Average21.196.32-0.538.074.50
    Assets for Each Yr*158.53156.12140.42143.78155.68
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.96 6.09 8.49

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $155,680 mil $2,000 36.41 63.59
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 48.94 1.16 Average
    International Stock 3.0 6.89 1.42 Average
    Municipal Bond 3.8 8.11 0.91 Average
    Taxable Bond 3.5 18.50 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 23.33 1.34
    Microsoft Corp* Technology 7.48 1.11
    Philip Morris International Inc* Consumer Defensive 20.95 0.85
    JPMorgan Chase & Co* Financial Services -0.92 0.79
    Facebook Inc A* Technology 24.88 0.78
    Comcast Corp Class A* Communication Services 10.98 0.69
    Johnson & Johnson* Healthcare 6.38 0.65
    AT&T Inc* Communication Services -3.81 0.56
    Lam Research Corp* Technology 32.82 0.55
    Pfizer Inc* Healthcare 4.56 0.54
    Exxon Mobil Corp* Energy -9.77 0.54
    Alphabet Inc C* Technology 9.25 0.49
    Alphabet Inc A* Technology 8.39 0.47
    Cisco Systems Inc* Technology 10.42 0.47
    Citigroup Inc* Financial Services -2.61 0.41
    Chevron Corp* Energy -9.97 0.41
    Visa Inc Class A* Financial Services 17.04 0.40
    Wells Fargo & Co* Financial Services -3.14 0.40
    PepsiCo Inc* Consumer Defensive 9.13 0.40
    Merck & Co Inc* Healthcare 5.93 0.39

    Worst 5-Year Relative Performance | More
    04-21-17

    Lowest Expenses | More
    04-21-17

    Highest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 14.60
    Columbia Acorn Inter P. Zachary Egan 14.00
    Columbia Balanced Z Leonard A. Aplet 14.00
    Columbia Income Oppo Brian J. Lavin 13.80
    Columbia Contrarian Guy W. Pope 12.10

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia US Treasury Alan Erickson 0.20
    Multi-Manager Direct Michele L. Aghassi 0.50
    Columbia Disciplined Brian M. Condon 0.70
    Columbia Diversified Jeffrey L. Knight 1.00
    Columbia Thermostat David L Frank 1.00