Columbia Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return6.610.767.6816.85--
    Category Average6.33-0.528.0815.911.78
    Assets for Each Yr*155.46140.08143.59163.47163.47
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 16.85 8.23 10.24

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $163,473 mil $2,000 35.59 64.41
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 48.89 1.08 Average
    International Stock 2.8 7.14 1.35 Average
    Municipal Bond 3.7 7.47 0.72 Average
    Taxable Bond 3.4 17.34 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-17-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 5.83 1.98
    Microsoft Corp* Technology 5.38 1.50
    Facebook Inc A* Technology 0.65 1.04
    JPMorgan Chase & Co* Financial Services 6.18 1.02
    Johnson & Johnson* Healthcare 5.20 0.94
    Lam Research Corp* Technology 11.41 0.94
    Comcast Corp Class A* Communication Services 4.46 0.86
    Philip Morris International Inc* Consumer Defensive 0.13 0.82
    Honeywell International Inc* Industrials 3.29 0.73
    Exxon Mobil Corp* Energy 5.21 0.72
    Alphabet Inc A* Technology 8.14 0.65
    Alphabet Inc C* Technology 8.18 0.63
    Visa Inc Class A* Financial Services 6.98 0.60
    Pfizer Inc* Healthcare 2.65 0.58
    AT&T Inc* Communication Services -3.94 0.58
    Berkshire Hathaway Inc B* Financial Services 8.04 0.54
    Cisco Systems Inc* Technology 8.33 0.52
    Citigroup Inc* Financial Services 4.11 0.52
    PepsiCo Inc* Consumer Defensive -0.62 0.52
    Wells Fargo & Co* Financial Services 5.29 0.51

    Best 5-Year Relative Performance | More
    01-17-18

    Worst 5-Year Relative Performance | More
    01-17-18

    Highest Expenses | More
    01-17-18

    Longest Manager Tenure | More
    01-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Small Cap V Christian K. Stadlin 15.30
    Columbia Balanced In Leonard A. Aplet 14.70
    Columbia Income Oppo Brian J. Lavin 14.60
    Columbia Contrarian Guy W. Pope 12.80
    Columbia Greater Chi Jasmine(Weili) Huang 12.70

    Shortest Manager Tenure | More
    01-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Adaptive Re Jeffrey L. Knight 0.20
    Columbia Adaptive Re Jeffrey L. Knight 0.20
    Columbia Adaptive Re Jeffrey L. Knight 0.20
    Columbia Adaptive Re Jeffrey L. Knight 0.20
    Columbia Adaptive Re Jeffrey L. Knight 0.20