Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return20.466.620.767.686.35
    Category Average21.196.32-0.538.075.67
    Assets for Each Yr*158.53156.12140.42143.78155.76
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.35 6.76 8.86

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $155,755 mil $2,000 36.44 63.56
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 48.95 1.16 Average
    International Stock 3.0 7.02 1.42 Average
    Municipal Bond 3.8 8.06 0.91 Average
    Taxable Bond 3.5 18.00 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 33.66 1.38
    Microsoft Corp* Technology 13.84 1.14
    Philip Morris International Inc* Consumer Defensive 32.11 0.87
    JPMorgan Chase & Co* Financial Services 0.06 0.81
    Facebook Inc A* Technology 32.23 0.81
    Comcast Corp Class A* Communication Services 18.95 0.71
    Johnson & Johnson* Healthcare 11.59 0.67
    AT&T Inc* Communication Services -8.06 0.58
    Lam Research Corp* Technology 47.14 0.57
    Pfizer Inc* Healthcare 0.92 0.56
    Exxon Mobil Corp* Energy -7.97 0.56
    Alphabet Inc C* Technology 25.87 0.51
    Alphabet Inc A* Technology 25.34 0.49
    Cisco Systems Inc* Technology 6.06 0.48
    Citigroup Inc* Financial Services 4.98 0.42
    Chevron Corp* Energy -9.19 0.42
    Visa Inc Class A* Financial Services 21.76 0.41
    Wells Fargo & Co* Financial Services -3.52 0.41
    PepsiCo Inc* Consumer Defensive 13.41 0.41
    Merck & Co Inc* Healthcare 11.08 0.40

    Worst 5-Year Relative Performance | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 14.70
    Columbia Acorn Inter P. Zachary Egan 14.10
    Columbia Balanced Z Leonard A. Aplet 14.10
    Columbia Income Oppo Brian J. Lavin 13.90
    Columbia Contrarian Guy W. Pope 12.20

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia US Treasury Alan Erickson 0.30
    Multi-Manager Direct Michele L. Aghassi 0.60
    Columbia Disciplined Brian M. Condon 0.80
    Columbia Diversified Jeffrey L. Knight 1.00
    Columbia Thermostat David L Frank 1.10