Columbia Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return20.486.610.767.6814.01
    Category Average21.216.34-0.518.0913.00
    Assets for Each Yr*157.52155.46140.08143.59161.77
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 14.01 7.62 10.24

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $161,772 mil $2,000 35.68 64.32
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 48.69 1.08 Average
    International Stock 2.5 7.04 1.35 Average
    Municipal Bond 3.8 7.68 0.74 Average
    Taxable Bond 3.4 17.48 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 49.85 1.40
    Microsoft Corp* Technology 36.45 1.19
    Facebook Inc A* Technology 56.10 0.87
    JPMorgan Chase & Co* Financial Services 16.48 0.86
    Philip Morris International Inc* Consumer Defensive 15.65 0.80
    Comcast Corp Class A* Communication Services 8.74 0.71
    Johnson & Johnson* Healthcare 22.69 0.70
    AT&T Inc* Communication Services -14.23 0.58
    Honeywell International Inc* Industrials 29.15 0.58
    Lam Research Corp* Technology 102.94 0.58
    Cisco Systems Inc* Technology 22.47 0.55
    Exxon Mobil Corp* Energy -7.36 0.53
    Alphabet Inc A* Technology 32.31 0.53
    Pfizer Inc* Healthcare 13.42 0.52
    Alphabet Inc C* Technology 33.77 0.48
    Citigroup Inc* Financial Services 22.21 0.48
    Visa Inc Class A* Financial Services 43.18 0.45
    Berkshire Hathaway Inc B* Financial Services 11.70 0.43
    Chevron Corp* Energy 1.01 0.42
    PepsiCo Inc* Consumer Defensive 12.39 0.42

    Worst 5-Year Relative Performance | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 15.10
    Columbia Balanced In Leonard A. Aplet 14.60
    Columbia Acorn Inter P. Zachary Egan 14.50
    Columbia Income Oppo Brian J. Lavin 14.40
    Columbia Contrarian Guy W. Pope 12.60

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia US Treasury Alan Erickson 0.80
    Columbia Acorn USA I Matthew A. Litfin 0.90
    Columbia Bond Inst Jason J. Callan 0.90
    Columbia Total Retur Jason J. Callan 0.90
    Multi-Manager Direct Michele L. Aghassi 1.10