Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return0.797.7416.91-5.419.77
    Category Average-0.538.1215.96-5.479.36
    Assets for Each Yr*137.46140.35163.17141.02152.92
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.77 11.08 6.62

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $152,920 mil $2,000 34.23 65.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 48.60 1.04 Average
    International Stock 2.9 7.56 1.29 Average
    Municipal Bond 3.6 7.15 0.72 Average
    Taxable Bond 3.2 17.70 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 16.16 1.09
    JPMorgan Chase & Co* Financial Services 7.89 0.62
    Alphabet Inc A* Technology 17.37 0.59
    Broadcom Inc* Technology 15.49 0.53
    Chevron Corp* Energy 15.71 0.45
    Pfizer Inc* Healthcare -2.57 0.44
    Alphabet Inc Class C* Technology 18.19 0.40
    Comcast Corp Class A* Communication Services 15.92 0.37
    Wells Fargo & Co* Financial Services 10.35 0.34
    Berkshire Hathaway Inc B* Financial Services -0.45 0.33
    Citigroup Inc* Financial Services 24.38 0.33
    Adobe Inc* Technology 14.81 0.29
    Bristol-Myers Squibb Company* Healthcare -4.58 0.27
    AT&T Inc* Communication Services 8.69 0.26
    Intel Corp* Technology 15.35 0.24
    Verizon Communications Inc* Communication Services 3.65 0.23
    Union Pacific Corp* Industrials 17.11 0.22
    Mondelez International Inc Class* Consumer Defensive 20.36 0.21
    Boeing Co* Industrials 17.28 0.21
    Salesforce.com Inc* Technology 19.38 0.21

    Worst 5-Year Relative Performance | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 16.50
    Columbia Contrarian Guy W. Pope 14.00
    Columbia Small Cap V Jeremy H. Javidi 13.60
    Columbia Real Estate Arthur J. Hurley 12.50
    Columbia Select Larg Richard S. Rosen 12.20

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Thermostat Anwiti Bahuguna 0.80
    Multi-Manager Intl E Jonathan Bates 0.80
    Columbia Dividend Op Yan Jin 0.90
    Columbia Emerging Ma Christopher Cooke 0.90
    Columbia Adaptive Re Joshua B. Kutin 1.00