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Here you can find all mutual funds issued by Columbia Threadneedle and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Columbia Threadneedle
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
IMRFX
Columbia Global Opportunities FundGlobal AllocationJan 22, 19851.15%
4.12%
3.74%
0.00%
Columbia Large Cap Value FundLarge Cap Value EquitiesOct 15, 19900.97%
9.14%
10.04%
5.36%
Columbia High Yield Bond FundHigh Yield BondsDec 8, 19831.00%
1.40%
3.74%
5.53%
Columbia Strategic Municipal Income FundMunicipal BondsNov 23, 19760.78%
0.85%
2.48%
3.51%
Columbia Dividend Opportunity FundLarge Cap Value EquitiesAug 1, 19881.06%
8.89%
8.32%
3.43%
Columbia Integrated Small Cap Growth FundSmall Cap Growth EquitiesJan 30, 20080.98%
4.87%
-1.80%
0.00%
Columbia Dividend Income Fund Class ALarge Cap Value EquitiesNov 25, 20020.90%
8.39%
10.89%
4.35%
Columbia Greater China FundChina EquitiesMay 15, 19971.25%
13.63%
2.72%
0.59%
Columbia Select Mid Cap Value FundMid Cap Value EquitiesNov 20, 20010.88%
9.60%
8.82%
1.38%
Columbia Capital Allocation Moderate Aggressive Po...Diversified PortfolioOct 14, 19960.14%
6.81%
7.05%
4.49%
Columbia Large Cap Growth Opportunity FundLarge Cap Growth EquitiesDec 31, 19970.80%
9.84%
13.21%
0.00%
Columbia Large Cap Index FundLarge Cap Blend EquitiesDec 15, 19930.20%
11.56%
12.85%
7.91%
Columbia Capital Allocation Moderate Conservative ...Diversified PortfolioOct 14, 19960.16%
3.34%
4.31%
4.26%
Columbia Large Cap Enhanced Core FundLarge Cap Blend EquitiesJul 31, 19960.58%
11.33%
12.62%
4.38%
Columbia Mid Cap Index FundMid Cap Blend EquitiesMar 31, 20000.20%
8.89%
9.45%
7.32%
Columbia Small Cap Index FundSmall Cap Blend EquitiesOct 15, 19960.20%
2.29%
8.79%
5.32%
Columbia Select Large Cap Equity FundLarge Cap Blend EquitiesOct 2, 19980.55%
11.36%
13.25%
4.38%
Columbia Short Term Bond FundShort-Term BondSep 30, 19920.46%
1.73%
1.72%
4.09%
Columbia Small Cap Value Fund IISmall Cap Value EquitiesMay 1, 20021.02%
5.01%
8.06%
6.60%
Overseas SMA Completion PortfolioForeign Large Cap EquitiesSep 11, 20190.00%
2.03%
5.54%

41–60 of 82

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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