Mutual Funds - Latest Summary ( 35 Funds, 229 Classes )


Columbia Acorn Fund

Mid-Cap > Growth

CEARX rank - 288 of 326

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in U.S. compani

YTD
-100%
2024
20.91%

Columbia Dividend Opportunity Fund

NA > NA

CDOYX rank - 36 of 359

The fund seeks primarily a high level of current income and secondarily growth of income and capital by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the resear

YTD
-100%
2024
13.98%

Columbia Dividend Income Fund

NA > NA

CDDRX rank - 244 of 359

The fund seeks total return by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing (dividend-paying) equity securities,

YTD
0.18%
2024
8.65%

Columbia Small Cap Growth Fund I

Small-Cap > Growth

CCRIX rank - 0 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that have the potential

YTD
-100%
2024
23.46%

Columbia Acorn USA Fund

Small-Cap > Growth

AUSAX rank - 335 of 425

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to invest in companies with a s

YTD
0%
2024
-100%

Columbia Seligman Global Technology Fund

NA > NA

CCHRX rank - 5 of 40

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of U.S. and n

YTD
-100%
2024
24.96%

Columbia Select Global Equity Fund

Large-Cap > Growth

CSGVX rank - 57 of 69

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of companies located in devel

YTD
-100%
2024
19.72%

Columbia Global Technology Growth Fund

NA > NA

CGTUX rank - 17 of 40

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of technology companies that m

YTD
-100%
2024
25.11%

Columbia Global Equity Value Fund

Multi-Cap > Value

RSEVX rank - 15 of 39

The fund seeks capital appreciation and income by investing in mega-and large-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests at least 40% of the fund&rsqu

YTD
-100%
2024
9.56%

Columbia International Dividend Income Fund

NA > NA

CADPX rank - 88 of 90

The fund seeks total return by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing (dividend-paying) securities of

YTD
-100%
2024
5.05%

Columbia Emerging Markets Fund

NA > NA

CEMHX rank - 460 of 446

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team favors securities of companies located in emerging

YTD
-100%
2024
6.91%

Columbia Overseas Value Fund

Multi-Cap > Value

COSVX rank - 36 of 97

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Then the manager constructs a portfolio of stocks from a li

YTD
-100%
2024
5.13%

Columbia Overseas Core Fund

Multi-Cap > Core

COSDX rank - 270 of 508

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies that are estim

YTD
-100%
2024
5.12%

Columbia Multi-Manager International Equity Strategies Fund

Multi-Cap > Core

CMIEX rank - 358 of 508

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The fund manages assets with the help of three sub-advisers. The sub-advisers are Arrowstreet Capital, Limited Partnership, Baillie Gifford Overseas Limited, and Causeway Capital Management LLC.

The fund allocates its net assets among different asset mana

YTD
-100%
2024
-2.99%

Columbia Acorn International Select

Multi-Cap > Growth

CILRX rank - 212 of 221

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team looks for quality growth compani

YTD
-100%
2024
0.76%

Columbia Acorn International

Mid-Cap > Growth

CCIRX rank - 32 of 40

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team looks for quality growth compani

YTD
-100%
2024
-6.17%

Columbia Greater China Fund

NA > NA

CGCHX rank - 25 of 38

The fund seeks capital appreciation in the long term by investing in companies across any size in the Greater China region.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

According to the investment team, the Greater China regio

YTD
-100%
2024
8.3%

Columbia Real Estate Equity Fund

NA > NA

CREYX rank - 161 of 175

The fund seeks capital appreciation and above-average income by investing in companies in the United States.

The investment process looks to invest in securities of companies principally engaged in the real estate industry, including real estate investment trusts.

The investment team considers a company to be principally engaged in the real estate industry if at least 50% of

YTD
-100%
2024
-2.64%

Columbia Select Small Cap Value Fund

Small-Cap > Value

CSPRX rank - 226 of 340

The fund seeks long term capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and then the research team with the help of qualitative analysis narrows the list that are trading at a discount historically, to their peers, or general market.

The team then narrows the list o

YTD
-100%
2024
22.99%

Columbia Small Cap Value Fund I

Small-Cap > Value

CSCZX rank - 93 of 340

The fund seeks long term capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and then the research team with the help of qualitative analysis narrows the list that are trading at a discount historically, to their peers, or general market.

In addition, the team also ident

YTD
-100%
2024
2.18%

Columbia Small Cap Value Fund II

Small-Cap > Value

CCTRX rank - 282 of 340

The fund seeks long term capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and then the research team with the help of qualitative analysis narrows the list that are trading at a discount historically, to their peers, or general market.

The team with the help of quanti

YTD
-100%
2024
-4.28%

Columbia Large Cap Value Fund

Large-Cap > Value

RDERX rank - 183 of 377

The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in large-size companies in the United States.

The investment process employs a value-oriented approach to identify companies that are mispriced and have the potential to outperform.

Next, the research team focuses on dividend-paying companies. The team also combine

YTD
-100%
2024
19.78%

Columbia Select Large-Cap Value Fund

Large-Cap > Value

CSERX rank - 75 of 377

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process seeks to identify undervalued companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research process is driven by fundamental research focused on earnings d

YTD
-100%
2024
18.75%

Columbia Contrarian Core Fund

Large-Cap > Core

CORRX rank - 178 of 527

The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in companies in the United States.

The investment process is designed to identify companies that are out of favor but exhibiting fundamentally strong business metrics.

The fund may also invest up to 20% of its net assets in securities of foreign issuers.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology-related sectors.

YTD
-100%
2024
24.37%

Columbia Disciplined Value Fund

Large-Cap > Value

COLVX rank - 109 of 377

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process utilizes fundamental analysis to identify companies that are mispriced and have the potential to outperform the benchmark index.

The investment process starts with a list of companies and narrows the list that meet earnings, valuation and growt

YTD
-100%
2024
6.87%

Columbia Select Large Cap Equity Fund

Large-Cap > Core

CLSRX rank - 498 of 527

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to identify undervalued companies not yet recognized by the market but estimated to have strong competitive advantages.

The research team uses fundamental techniques to look for companies with strong cash flow, balance sheets, ret

YTD
-100%
2024
15.79%

Columbia Large Cap Enhanced Core Fund

Large-Cap > Core

CECFX rank - 482 of 527

The fund seeks to outperform total return performance of the benchmark index by investing in large-size companies in the United States.

The investment process utilizes fundamental analysis to identify companies that have the potential to outperform.

The research team uses sector- and industry-specific stock selection models to construct the portfolio. The team focuses on companies that deliver superior returns over the long term.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology sector.

YTD
-100%
2024
21.67%

Columbia Select Large Cap Growth Fund

Large-Cap > Growth

CCWRX rank - 462 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The research team looks to identify financially strong companie

YTD
2.45%
2024
1.14%

Columbia Large Cap Growth Fund

Large-Cap > Growth

CCGRX rank - 340 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight companies exhibiting above-average earnings growth potential not yet recognized by investors. The team aims to capitalize on the market’s misperceptions of growth potential.

The research team uses fund

YTD
-100%
2024
29.86%

Columbia Large Cap Growth Fund III

Large-Cap > Growth

CADRX rank - 322 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight companies exhibiting above-average earnings growth potential not yet recognized by investors. The team aims to capitalize on the market’s misperceptions of growth potential.

The research team strives to cap

YTD
1.42%
2024
21.44%
1 2 3 4 5 6 7 8