Columbia Fund Family Report
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  • Select a Fund Family

    • Performance
    04-30-13

    Total ReturnCategory Average
    Total Return31.9217.81-1.3713.388.17
    Category Average31.5216.70-1.3313.298.21
    Assets for Each Yr*123.41136.22141.45150.46167.88
    *billions

    Trailing Returns %
    04-30-13

      YTD 3 Year 5 Year    
    Fund Family 8.17 9.94 5.07

    Key Stats
    04-30-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $167,883 mil $2,000 40.94 59.06
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 53.80 1.20 Average
    International Stock 3.1 8.00 1.47 Average
    Municipal Bond 3.2 8.97 0.98 Average
    Taxable Bond 3.0 19.16 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-13

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -15.85 0.56
    Google, Inc. Class A* Technology 24.80 0.55
    Pfizer Inc* Healthcare 17.99 0.52
    JPMorgan Chase & Co* Financial Services 22.70 0.46
    Johnson & Johnson* Healthcare 26.22 0.44
    Chevron Corp* Energy 17.72 0.44
    Philip Morris International, Inc* Consumer Defensive 13.77 0.43
    Gilead Sciences Inc* Healthcare 51.07 0.42
    Citigroup Inc* Financial Services 27.78 0.40
    Qualcomm, Inc.* Technology 3.72 0.40
    Verizon Communications Inc* Communication Services 22.30 0.39
    Wells Fargo & Co* Financial Services 18.67 0.38
    Bristol-Myers Squibb Company* Healthcare 46.36 0.38
    FMC Technologies, Inc.* Energy 33.11 0.37
    Ametek, Inc.* Technology 14.91 0.35
    Microsoft Corporation* Technology 29.58 0.34
    Cisco Systems Inc* Technology 20.51 0.32
    McDonald's Corporation* Consumer Cyclical 15.41 0.32
    Procter & Gamble Co* Consumer Defensive 17.64 0.32
    Celgene Corporation* Healthcare 57.56 0.31

    Best 5-Year Relative Performance | More
    05-23-13

    Fund Name 5-Yr Rank Analyst Report  
    Columbia Balanced Z 1 --
    Columbia US Govt Mortgage A 3 --
    Columbia Contrarian Core Z 4 04-01-13
    Columbia European Equity A 4 --
    Columbia Corporate Income Z 5 06-04-09

    Worst 5-Year Relative Performance | More
    05-23-13

    Fund Name 5-Yr Rank Analyst Report  
    Columbia Marsico 21st Centur 95 03-13-12
    Columbia Value and Restructu 94 05-21-13
    Columbia Marsico Intl Opp A 85 11-12-12
    Columbia Equity Value B 84 --
    Columbia Technology Z 83 11-30-10

    Lowest Expenses | More
    05-23-13

    Fund Name Expense Ratio Analyst Report  
    Columbia Large Cap Index Z 0.19 --
    Columbia Mid Cap Index Z 0.20 --
    Columbia US Treasury Index Z 0.20 --
    CMG Ultra Short Term Bond 0.25 --
    Columbia Masters Internation 0.25 --

    Highest Expenses | More
    05-23-13

    Fund Name Expense Ratio Analyst Report  
    Columbia Equity Value B 1.91 --
    Columbia Acorn Emerging Mark 1.77 --
    Columbia Emerging Markets Z 1.67 --
    Columbia Acorn European A 1.61 --
    Columbia Marsico Global A 1.57 --

    Longest Manager Tenure | More
    05-23-13

    Fund Name   Manager Name Avg Manager Tenure  
    Columbia Acorn USA Z Robert A. Mohn 16.70
    Columbia Select Larg Neil T. Eigen 16.10
    Columbia Select Smal Neil T. Eigen 16.10
    Columbia Acorn Z Charles P. McQuaid 13.40
    Columbia Global Bond Nicholas Pifer 12.90

    Shortest Manager Tenure | More
    05-23-13

    Fund Name   Manager Name Avg Manager Tenure  
    Active Port® Multi-M Donald T. Ellenberge 0.60
    Columbia Short Term Catherine M. Stienst 0.60
    Active Port® Diversi Steven R. Schroll 0.80
    Columbia Global Divi Steven R. Schroll 0.80
    Columbia Marsico Fle Jordon Laycob 0.80