Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return0.797.7416.91-5.419.41
    Category Average-0.548.1815.99-5.498.63
    Assets for Each Yr*137.46140.35163.17141.02150.56
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.41 8.31 6.40

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $150,559 mil $2,000 33.88 66.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 47.64 1.03 Average
    International Stock 2.5 7.48 1.27 Average
    Municipal Bond 3.7 7.54 0.72 Average
    Taxable Bond 3.0 10.45 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.76 0.90
    Broadcom Inc* Technology 10.39 0.54
    Comcast Corp Class A* Communication Services 27.64 0.40
    Pfizer Inc* Healthcare 0.32 0.37
    Bristol-Myers Squibb Company* Healthcare -6.48 0.27
    Bank of America Corporation* Financial Services 17.37 0.21
    Intel Corp* Technology 2.28 0.20
    The Home Depot Inc* Consumer Cyclical 22.34 0.19
    American Tower Corp* Communication Services 36.68 0.17
    BlackRock Inc* Financial Services 16.06 0.16
    International Business Machines * Technology 22.79 0.16
    Morgan Stanley* Financial Services 10.82 0.15
    PayPal Holdings Inc* Financial Services 37.92 0.14
    Northrop Grumman Corp* Industrials 28.91 0.12
    Nuance Communications Inc* Technology 26.38 0.11
    Abbott Laboratories* Healthcare 16.22 0.11
    Allergan PLC* Healthcare -8.63 0.11
    ON Semiconductor Corp* Technology 18.66 0.10
    BB&T Corp* Financial Services 15.84 0.10
    NetApp Inc* Technology 4.32 0.09

    Worst 5-Year Relative Performance | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.70
    Columbia Contrarian Guy W. Pope 14.20
    Columbia Small Cap V Jeremy H. Javidi 13.90
    Columbia Real Estate Arthur J. Hurley 12.80
    Columbia Select Larg Richard S. Rosen 12.40

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Dividend Op Yan Jin 1.10
    Columbia Thermostat Anwiti Bahuguna 1.10
    Multi-Manager Intl E John C. Capeci 1.10
    Columbia Acorn Inst Matthew A. Litfin 1.20
    Columbia Adaptive Re Joshua B. Kutin 1.20