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This is a list of Columbia Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Columbia Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Columbia Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Columbia Funds.
This page includes relevant dividend information on Columbia Funds.
The table below illustrates valuable information regarding the primary fund manager for Columbia Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Columbia Funds.
This list includes asset allocation proportions of the underlying holdings for Columbia Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Columbia Dividend Income Fund||Inst (GSFTX)||U.S. Large-Cap Value Equity||$18,305.07||-11.87%||5.37%||0.71%||18.34|
|Columbia Contrarian Core Fund||Inst (SMGIX)||U.S. Large-Cap Blend Equity||$9,137.38||-11.76%||27.63%||0.78%||14.93|
|Multi-Manager Total Return Bond Strategies Fund||No Load (CMCPX)||U.S. Investment-Grade Bond||$8,552.33||5.93%||3.35%||0.77%||N/A|
|Columbia Balanced Fund||Inst (CBALX)||North America||$6,780.13||-7.02%||33.04%||0.70%||22.18|
|Columbia Seligman Communications and Information Fund||A (SLMCX)||Technology Equity||$6,415.53||-9.70%||66.48%||1.25%||30.18|
|Columbia Strategic Income Fund||A (COSIX)||Nontraditional Bond||$5,671.98||-9.75%||64.16%||0.95%||9.77|
|Columbia Disciplined Core Fund||A (AQEAX)||U.S. Large-Cap Blend Equity||$4,061.54||-21.48%||83.06%||0.98%||9.84|
|Columbia Acorn Fund||Inst (ACRNX)||U.S. Mid-Cap Growth Equity||$3,717.72||-25.25%||88.79%||0.86%||4.16|
|Columbia Large Cap Growth Fund||Inst (GEGTX)||U.S. Large-Cap Growth Equity||$3,470.15||-8.28%||35.20%||0.79%||5.05|
|Columbia Tax-Exempt Fund||A (COLTX)||U.S. Investment-Grade Bond||$3,439.04||-1.34%||80.58%||0.73%||18.09|
|Columbia Small Cap Index Fund||Inst (NMSCX)||U.S. Small-Cap Blend Equity||$3,363.69||-32.12%||67.39%||0.20%||8.59|
|Columbia Mid Cap Index Fund||Inst (NMPAX)||U.S. Mid-Cap Blend Equity||$3,271.72||-27.93%||70.59%||0.33%||8.59|
|Multi-Manager Value Strategies Fund||No Load (CDEIX)||U.S. Large-Cap Value Equity||$3,238.70||13.45%||0.68%||1.02%||N/A|
|Columbia Large Cap Index Fund||Inst (NINDX)||U.S. Large-Cap Blend Equity||$3,092.19||-16.88%||63.27%||0.20%||8.59|
|Columbia Adaptive Risk Allocation Fund||Inst (CRAZX)||Total Bond Market||$2,950.49||-6.01%||41.44%||0.75%||4.42|
|Columbia Strategic Municipal Income Fund||A (INTAX)||U.S. Investment-Grade Bond||$2,446.79||0.25%||58.24%||0.81%||12.51|
|Columbia Acorn International Fund||Inst (ACINX)||International and Foreign Small & Mid-Cap Growth Equity||$2,368.50||-26.66%||96.03%||1.02%||16.84|
|Columbia Dividend Opportunity Fund||A (INUTX)||U.S. Large-Cap Value Equity||$2,359.58||-26.13%||73.76%||0.99%||1.83|
|Multi-Manager Growth Strategies Fund||No Load (CSLGX)||U.S. Large-Cap Growth Equity||$2,334.00||14.86%||1.76%||1.13%||N/A|
|Columbia Total Return Bond Fund||Inst (SRBFX)||Intermediate-Term Bond||$2,126.35||-1.98%||71.61%||0.66%||4.12|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Columbia is a company that sells mutual funds with $159,471M in assets under management. The average expense ratio from all mutual funds is 0.78%. 80.99% of all the mutual funds are no load funds. The oldest fund launched was in 1970. The average manager tenure for all managers at Columbia is 7.44 years. The company offers investors 116 mutual funds, in terms of the number of individual fund symbols.
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