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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.


Issuer is Columbia
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Columbia U.S. Treasury Index FundGovernment BondsJun 3, 19910.16%
-0.41%
0.75%
3.36%
16
Columbia Dividend Income Fund Class ALarge Cap Value EquitiesNov 25, 20020.90%
3.32%
11.89%
4.99%
59
Columbia Greater China FundChina EquitiesMay 15, 19971.25%
-6.15%
3.88%
2.00%
7
Columbia Select Mid Cap Value FundMid Cap Value EquitiesNov 20, 20010.88%
7.73%
10.34%
6.20%
66
Columbia Capital Allocation Moderate Aggressive Po...Diversified PortfolioOct 14, 19960.14%
-1.35%
8.47%
7.96%
72
Columbia California Intermediate Municipal Bond Fu...Municipal BondsAug 18, 20020.47%
-0.35%
1.83%
2.90%
53
Columbia Large Cap Growth Opportunity FundLarge Cap Growth EquitiesDec 31, 19970.80%
-8.83%
13.71%
5.57%
31
Columbia Large Cap Index FundLarge Cap Blend EquitiesDec 15, 19930.20%
-3.68%
13.92%
28.19%
48
Columbia Capital Allocation Moderate Conservative ...Diversified PortfolioOct 14, 19960.16%
-1.33%
5.24%
3.49%
67
Columbia Large Cap Enhanced Core FundLarge Cap Blend EquitiesJul 31, 19960.58%
-4.64%
13.70%
13.69%
43
Columbia Mid Cap Index FundMid Cap Blend EquitiesMar 31, 20000.20%
3.31%
9.91%
9.04%
34
Columbia Small Cap Index FundSmall Cap Blend EquitiesOct 15, 19960.20%
4.03%
9.62%
11.64%
39
Columbia Select Large Cap Equity FundLarge Cap Blend EquitiesOct 2, 19980.55%
-5.23%
13.57%
3.19%
38
Columbia Short Term Municipal Bond FundMunicipal BondsOct 6, 19930.39%
0.16%
1.63%
2.88%
79
Columbia Short Term Bond FundShort-Term BondSep 30, 19920.46%
0.13%
2.50%
4.29%
97
Columbia Small Cap Value Fund IISmall Cap Value EquitiesMay 1, 20021.02%
5.69%
9.57%
15.04%
54
Overseas SMA Completion PortfolioForeign Large Cap EquitiesSep 11, 20190.00%
0.66%
2.87%
86
Columbia Convertible Securities FundConvertible BondsSep 24, 19871.12%
3.81%
11.95%
1.43%
86
Columbia Income Builder FundDiversified PortfolioFeb 15, 20060.37%
0.75%
5.19%
3.63%
82
Columbia Disciplined Growth FundLarge Cap Growth EquitiesMay 17, 20071.07%
-9.48%
14.52%
8.98%
33

Rows per page

61–80 of 99

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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