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Columbia Mutual Funds List

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

Number of Funds
99
Avg. Expense Ratio
0.79%
Avg. 1 Year Return
27.09%
Avg. 5 Year Return
7.82%
Median Risk/Return Score
67 / 100
Columbia Mutual Funds List

13 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Columbia Dividend Income Fund Class R5Large Cap Value EquitiesMay 31, 20131.15%
8.81%
12.61%
4.91%
75
Columbia Dividend Income Fund Institutional 3 Clas...Large Cap Value Equities, DividendNov 8, 20120.55%
8.83%
12.68%
4.94%
75
Columbia Contrarian Core Fund Institutional 3 Clas...Large Cap Value EquitiesNov 9, 20120.61%
10.01%
15.42%
6.61%
55
Columbia Select Large Cap Value Fund Institutional...Large Cap Value EquitiesSep 27, 20100.60%
13.29%
13.29%
7.33%
89
Columbia Dividend Income Fund Class SLarge Cap Value EquitiesOct 2, 20240.65%
8.78%
4.96%
74
Columbia Dividend Income FundLarge Cap Value EquitiesMar 4, 19980.66%
8.76%
12.51%
4.96%
75
Columbia Large Cap Value FundLarge Cap Value EquitiesOct 15, 19900.97%
13.82%
12.87%
6.42%
89
Columbia Dividend Opportunity FundLarge Cap Value EquitiesAug 1, 19881.06%
13.79%
10.57%
7.12%
82
Columbia Dividend Income Fund Class ALarge Cap Value EquitiesNov 25, 20020.90%
8.67%
12.24%
4.74%
73
Columbia Disciplined Value FundLarge Cap Value EquitiesAug 1, 20081.04%
17.42%
11.75%
10.02%
91
Columbia Select Large Cap Value FundLarge Cap Value EquitiesApr 25, 19970.80%
13.14%
13.05%
7.55%
89
Columbia Select Large Cap Value Fund Institutional...Large Cap Value EquitiesNov 30, 20010.53%
13.31%
13.34%
7.38%
89
Columbia Select Large Cap Value Fund Class RLarge Cap Value EquitiesApr 30, 20031.05%
13.03%
12.93%
7.52%
88

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Explore top Columbia Mutual Fund Categories and Asset Classes


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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Best Columbia Mutual funds by Risk/Return Score

The top Columbia Mutual funds by PortfoliosLab Risk/Return Score are CMGUX (99) and CCOYX (97). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Columbia Mutual funds Over 5 Years

The top Columbia Mutual funds is CCOYX (26.41%). Across the lineup, Columbia Mutual funds show an average 1-year return of 27.09% and an average 5-year return of 7.82%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Columbia Mutual funds

The top Columbia Mutual funds is NBGPX (0.14%). With an average expense ratio of 0.79%, Columbia Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Columbia Mutual funds

The top Columbia Mutual funds is ILGCX (151.73%). Across the lineup, Columbia Mutual funds show an average dividend yield of 7.73%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Top Mutual funds Issuers


Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.