Products & Performance

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Morningstar
Equity Style Box

  • 14
  • 7
  • 33
  • Large
  • 0
  • 5
  • 7
  • Mid
  • 2
  • 4
  • 3
  • Small
  • Value
  • Blend
  • Growth

View our top performing mutual funds.

Morningstar Rating

Additional Products

Closed-end funds

Review product literature, holdings and performance information:

Columbia Seligman Premium Technology Growth Fund

Tri-Continental Corporation
View all closed-end funds

529 plans

View daily pricing and performance for our 529 plans:

Future Scholar 529 Plan

 

Variable products

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Offshore funds

These mutual funds are not registred in the United States and are available only to non-US citizens and certain US qualifying investors.

 View Columbia Wanger offshore funds - investment professional only

 

ETFs

Our actively managed Exchange Traded Funds (ETFs) offer the investment management experience of Columbia Management Investment advisors, LLC.

Visit our ETFs website to learn more and review important disclosures.

Past performance does not guarantee future results.

The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

For each fund with at least a 3-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Morningstar Ratings are for individual share classes only. Other classes may have different performance characteristics.

The Morningstar Style BoxTM is based on the Fund's portfolio holdings as of period end. The vertical axis shows the market capitalization of the stocks owned, and the horizontal axis shows investment style (value, blend, or growth). Information shown is based on the most recent data provided by Morningstar.

© 2014 Morningstar, Inc. All Rights Reserved. The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.