Morningstar 4 & 5 Star Mutual Funds

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Fund Name Symbol Share Class Overall
as of 03/31/2014
3 Yr 5 Yr 10 Yr
Morningstar Category: Aggressive Allocation
Columbia Capital Allocation Aggressive Portfolio CPAZX Z 4 4 Star 4 Star 3 Star
Number of Funds in Category 324 324 295 164
Morningstar Category: Bank Loan
Columbia Floating Rate Fund CFLRX R4 4 4 Star 4 Star -
Columbia Floating Rate Fund RFRFX R5 4 4 Star 4 Star -
Columbia Floating Rate Fund CFRZX Z 4 4 Star 4 Star -
Number of Funds in Category 147 147 111 -
Morningstar Category: China Region
Columbia Greater China Fund CGCHX R4 4 3 Star 3 Star 4 Star
Columbia Greater China Fund LNGZX Z 4 3 Star 3 Star 4 Star
Columbia Greater China Fund CGCRX R5 4 3 Star 3 Star 4 Star
Number of Funds in Category 71 71 56 23
Morningstar Category: Conservative Allocation
Columbia Capital Allocation Moderate Conservative Portfolio NIPAX Z 4 4 Star 4 Star 4 Star
Columbia Capital Allocation Moderate Conservative Portfolio CHWRX R4 4 4 Star 4 Star 4 Star
Columbia Capital Allocation Moderate Conservative Portfolio CLRRX R5 4 4 Star 4 Star 4 Star
Columbia Capital Allocation Moderate Conservative Portfolio CPDGX Y 4 4 Star 4 Star 4 Star
Columbia Income Builder Fund CNMRX R4 4 4 Star 4 Star -
Columbia Income Builder Fund CBURX R 4 4 Star 3 Star -
Columbia Income Builder Fund CKKRX R5 4 4 Star 4 Star -
Columbia Income Builder Fund CBUZX Z 4 4 Star 4 Star -
Number of Funds in Category 562 562 488 244
Morningstar Category: Convertibles
Columbia Convertible Securities Fund NCIAX Z 4 5 Star 3 Star 4 Star
Number of Funds in Category 74 74 64 46
Morningstar Category: Corporate Bond
Columbia Corporate Income Fund CRIYX Y 4 4 Star 4 Star 4 Star
Columbia Corporate Income Fund CPIRX R5 4 4 Star 4 Star 4 Star
Columbia Corporate Income Fund CIFRX R4 4 4 Star 4 Star 4 Star
Columbia Corporate Income Fund SRINX Z 4 4 Star 4 Star 4 Star
Number of Funds in Category 127 127 97 70
Morningstar Category: Diversified Emerging Mkts
Columbia Emerging Markets Fund CEMHX R4 4 4 Star 4 Star 3 Star
Columbia Emerging Markets Fund CEKYX Y 4 4 Star 4 Star 3 Star
Columbia Emerging Markets Fund CEMRX R 4 4 Star 3 Star 3 Star
Columbia Emerging Markets Fund UMEMX Z 4 4 Star 4 Star 3 Star
Columbia Emerging Markets Fund CEKRX R5 4 4 Star 4 Star 3 Star
Number of Funds in Category 424 424 317 156
Morningstar Category: Emerging Markets Bond
Columbia Emerging Markets Bond Fund CMBZX Z 4 4 Star 4 Star -
Columbia Emerging Markets Bond Fund CMBRX R 4 4 Star 4 Star -
Columbia Emerging Markets Bond Fund CEBRX R5 4 4 Star 4 Star -
Columbia Emerging Markets Bond Fund CEBYX Y 4 4 Star 4 Star -
Columbia Emerging Markets Bond Fund CEBSX R4 4 4 Star 4 Star -
Columbia Emerging Markets Bond Fund REBCX C 4 3 Star 4 Star -
Number of Funds in Category 144 144 99 -
Morningstar Category: Europe Stock
Columbia European Equity Fund AXEAX A 4 3 Star 3 Star 4 Star
Columbia European Equity Fund REECX C 4 3 Star 3 Star 4 Star
Columbia European Equity Fund AEEBX B 4 3 Star 3 Star 4 Star
Columbia European Equity Fund CADJX R4 4 4 Star 3 Star 4 Star
Columbia European Equity Fund CADKX R5 4 3 Star 3 Star 4 Star
Columbia European Equity Fund CEEZX Z 4 4 Star 4 Star 4 Star
Number of Funds in Category 88 88 75 64
Morningstar Category: Foreign Large Value
Columbia Overseas Value Fund COSZX Z 4 4 Star 4 Star -
Number of Funds in Category 306 306 267 -
Morningstar Category: Foreign Small/Mid Growth
Columbia Acorn International CAIRX R5 4 3 Star 2 Star 5 Star
Columbia Acorn International ACINX Z 4 3 Star 2 Star 5 Star
Columbia Acorn International CCIRX R4 4 3 Star 2 Star 5 Star
Columbia Acorn International CCYIX Y 4 3 Star 2 Star 5 Star
Columbia Acorn International Select CSIRX Y 4 3 Star 2 Star 5 Star
Columbia Acorn International Select ACFFX Z 4 3 Star 2 Star 5 Star
Columbia Acorn International Select CILRX R4 4 3 Star 2 Star 5 Star
Columbia Acorn International Select CRIRX R5 4 3 Star 2 Star 5 Star
Number of Funds in Category 123 123 89 59
Morningstar Category: High Yield Bond
Columbia High Yield Bond Fund CHYYX Y 4 4 Star 4 Star 4 Star
Columbia High Yield Bond Fund CHYZX Z 4 4 Star 4 Star 4 Star
Columbia High Yield Bond Fund RSHRX R5 4 4 Star 4 Star 4 Star
Columbia Income Opportunities Fund CIOZX Z 4 4 Star 2 Star 4 Star
Columbia Income Opportunities Fund CIOYX Y 4 4 Star 2 Star 4 Star
Number of Funds in Category 550 550 469 332
Morningstar Category: High Yield Muni
Columbia High Yield Municipal Fund SRHMX Z 4 4 Star 4 Star 4 Star
Columbia High Yield Municipal Fund CHIYX R4 4 4 Star 4 Star 4 Star
Columbia High Yield Municipal Fund CHMYX R5 4 4 Star 4 Star 4 Star
Number of Funds in Category 153 153 123 91
Morningstar Category: Inflation-Protected Bond
Columbia Inflation Protected Securities Fund CIPZX Z 5 5 Star 3 Star 3 Star
Columbia Inflation Protected Securities Fund RIPRX R 4 4 Star 2 Star 2 Star
Number of Funds in Category 186 186 149 57
Morningstar Category: Intermediate Government
Columbia U.S. Government Mortgage Fund AUGCX C 4 5 Star 5 Star 3 Star
Columbia U.S. Government Mortgage Fund AUGAX A 4 3 Star 5 Star 4 Star
Columbia U.S. Government Mortgage Fund CUGZX Z 5 5 Star 5 Star 5 Star
Columbia U.S. Government Mortgage Fund CUVRX R4 5 5 Star 5 Star 5 Star
Columbia U.S. Government Mortgage Fund CGVRX R5 5 5 Star 5 Star 5 Star
Columbia U.S. Government Mortgage Fund AUGBX B 4 3 Star 5 Star 3 Star
Number of Funds in Category 297 297 281 239
Morningstar Category: Intermediate-Term Bond
Columbia Intermediate Bond Fund CIBRX R 4 3 Star 4 Star 3 Star
Number of Funds in Category 942 942 808 581
Morningstar Category: Large Blend
Columbia Contrarian Core Fund CCCRX R 4 4 Star 4 Star 5 Star
Columbia Contrarian Core Fund SGIEX T 4 3 Star 3 Star 5 Star
Columbia Contrarian Core Fund SMGIX Z 5 4 Star 5 Star 5 Star
Columbia Contrarian Core Fund LCCBX B 4 3 Star 3 Star 5 Star
Columbia Contrarian Core Fund COFYX Y 5 4 Star 5 Star 5 Star
Columbia Contrarian Core Fund LCCAX A 4 3 Star 3 Star 5 Star
Columbia Contrarian Core Fund CORRX R4 5 4 Star 5 Star 5 Star
Columbia Contrarian Core Fund COFRX R5 5 4 Star 5 Star 5 Star
Columbia Contrarian Core Fund LCCCX C 4 3 Star 4 Star 5 Star
Columbia Large Cap Enhanced Core Fund CECYX Y 5 5 Star 4 Star 4 Star
Columbia Large Cap Enhanced Core Fund NMIMX Z 4 5 Star 4 Star 4 Star
Columbia Large Cap Enhanced Core Fund CCERX R 4 4 Star 4 Star 3 Star
Columbia Large Cap Index Fund CLXRX R5 4 4 Star 4 Star 3 Star
Columbia Large Cap Index Fund NINDX Z 4 4 Star 4 Star 3 Star
Columbia Large Core Quantitative Fund RSIPX R5 5 5 Star 5 Star 3 Star
Columbia Large Core Quantitative Fund CLQRX R 4 4 Star 4 Star 3 Star
Columbia Large Core Quantitative Fund CCRZX Z 5 5 Star 4 Star 3 Star
Columbia Large Core Quantitative Fund CLCQX R4 4 5 Star 4 Star 3 Star
Columbia Select Large Cap Equity Fund CLCRX R5 4 3 Star 3 Star 4 Star
Columbia Select Large Cap Equity Fund NSEPX Z 4 3 Star 3 Star 4 Star
Number of Funds in Category 1361 1361 1219 806
Morningstar Category: Large Growth
Columbia Large Growth Quantitative Fund CQURX R5 4 4 Star 4 Star -
Columbia Large Growth Quantitative Fund CLQZX Z 4 4 Star 4 Star -
Columbia Marsico Flexible Capital Fund CCFRX R 4 4 Star - -
Columbia Marsico Flexible Capital Fund CCMZX Z 4 4 Star - -
Columbia Marsico Flexible Capital Fund CTXRX R5 4 4 Star - -
Columbia Select Large Cap Growth Fund CSRRX R4 4 3 Star 4 Star 4 Star
Columbia Select Large Cap Growth Fund UMLGX Z 4 3 Star 4 Star 4 Star
Columbia Select Large Cap Growth Fund CGTRX R5 4 3 Star 4 Star 4 Star
Columbia Select Large Cap Growth Fund CCWRX Y 4 3 Star 4 Star 4 Star
Number of Funds in Category 1491 1491 1305 -
Morningstar Category: Large Value
Columbia Dividend Income Fund GSFTX Z 4 4 Star 3 Star 5 Star
Columbia Dividend Income Fund CDDYX Y 4 4 Star 3 Star 5 Star
Columbia Dividend Income Fund CDDRX R5 4 4 Star 3 Star 5 Star
Columbia Dividend Income Fund CVIRX R4 4 4 Star 3 Star 5 Star
Columbia Dividend Opportunity Fund CDOYX Y 4 3 Star 4 Star 5 Star
Columbia Dividend Opportunity Fund CDORX R4 4 3 Star 4 Star 5 Star
Columbia Dividend Opportunity Fund ACUIX C 4 3 Star 4 Star 4 Star
Columbia Dividend Opportunity Fund RSDFX R5 4 3 Star 5 Star 5 Star
Columbia Dividend Opportunity Fund INUTX A 4 2 Star 3 Star 5 Star
Columbia Dividend Opportunity Fund IUTBX B 4 2 Star 4 Star 4 Star
Columbia Dividend Opportunity Fund RSOOX R 4 3 Star 4 Star 5 Star
Columbia Large Value Quantitative Fund RLCAX A 4 3 Star 4 Star -
Columbia Large Value Quantitative Fund CVQZX Z 4 4 Star 5 Star -
Columbia Large Value Quantitative Fund RLCOX R 4 4 Star 4 Star -
Columbia Large Value Quantitative Fund CVQBX B 4 3 Star 4 Star -
Columbia Large Value Quantitative Fund RDCCX C 4 3 Star 4 Star -
Columbia Select Large-Cap Value Fund SLVIX R5 5 3 Star 5 Star 5 Star
Columbia Select Large-Cap Value Fund CSERX R4 4 3 Star 5 Star 4 Star
Columbia Select Large-Cap Value Fund SLVRX R 4 3 Star 4 Star 4 Star
Number of Funds in Category 1068 1068 951 626
Morningstar Category: Mid-Cap Blend
Columbia Mid Cap Index Fund CPXRX R5 4 3 Star 4 Star 5 Star
Columbia Mid Cap Index Fund NTIAX A 4 3 Star 3 Star 4 Star
Columbia Mid Cap Index Fund NMPAX Z 4 3 Star 4 Star 5 Star
Number of Funds in Category 338 338 311 192
Morningstar Category: Mid-Cap Value
Columbia Mid Cap Value Fund NAMAX Z 4 4 Star 3 Star 4 Star
Columbia Mid Cap Value Fund CMVYX Y 4 4 Star 3 Star 4 Star
Columbia Mid Cap Value Fund CFDRX R4 4 3 Star 3 Star 4 Star
Columbia Mid Cap Value Fund CVERX R5 4 3 Star 3 Star 4 Star
Number of Funds in Category 365 365 307 191
Morningstar Category: Moderate Allocation
Columbia Balanced Fund CBLRX R 4 4 Star 4 Star 4 Star
Columbia Balanced Fund CLREX R5 5 5 Star 4 Star 5 Star
Columbia Balanced Fund CBDRX R4 5 5 Star 4 Star 5 Star
Columbia Balanced Fund CBLBX B 4 4 Star 3 Star 4 Star
Columbia Balanced Fund CBLAX A 4 3 Star 3 Star 4 Star
Columbia Balanced Fund CBLCX C 4 4 Star 4 Star 4 Star
Columbia Balanced Fund CBALX Z 5 5 Star 4 Star 5 Star
Columbia Balanced Fund CBDYX Y 5 5 Star 4 Star 5 Star
Columbia Capital Allocation Moderate Aggressive Portfolio CGBRX R4 4 3 Star 4 Star 4 Star
Columbia Capital Allocation Moderate Aggressive Portfolio NBGPX Z 4 3 Star 4 Star 4 Star
Columbia Capital Allocation Moderate Aggressive Portfolio CLBRX R 4 3 Star 4 Star 4 Star
Columbia Capital Allocation Moderate Aggressive Portfolio CPHNX Y 4 3 Star 4 Star 4 Star
Columbia Capital Allocation Moderate Aggressive Portfolio CLHRX R5 4 3 Star 4 Star 4 Star
Columbia Capital Allocation Moderate Portfolio CPCZX R4 4 3 Star 3 Star 4 Star
Columbia Capital Allocation Moderate Portfolio CPDMX Y 4 3 Star 3 Star 4 Star
Columbia Capital Allocation Moderate Portfolio CPAMX R5 4 3 Star 3 Star 4 Star
Columbia Thermostat Fund CYYYX Y 4 4 Star 5 Star 3 Star
Columbia Thermostat Fund CQTRX R5 4 3 Star 5 Star 3 Star
Columbia Thermostat Fund CTORX R4 4 3 Star 5 Star 3 Star
Columbia Thermostat Fund COTZX Z 4 3 Star 5 Star 3 Star
Number of Funds in Category 742 742 666 437
Morningstar Category: Multisector Bond
Columbia Strategic Income Fund CTIVX R5 4 4 Star 2 Star 3 Star
Number of Funds in Category 223 223 178 115
Morningstar Category: Muni California Intermediate
Columbia California Intermediate Municipal Bond Fund NCMAX Z 4 4 Star 4 Star 4 Star
Columbia California Intermediate Municipal Bond Fund CCMRX R4 4 4 Star 4 Star 4 Star
Columbia California Intermediate Municipal Bond Fund CNBRX R5 4 4 Star 4 Star 4 Star
Number of Funds in Category 43 43 37 34
Morningstar Category: Muni California Long
Columbia California Tax-Exempt Fund CCAZX Z 4 4 Star 4 Star 5 Star
Columbia California Tax-Exempt Fund CCARX R4 4 4 Star 4 Star 4 Star
Number of Funds in Category 138 138 133 108
Morningstar Category: Muni Minnesota
Columbia Minnesota Tax-Exempt Fund CADOX R5 4 4 Star 4 Star 4 Star
Columbia Minnesota Tax-Exempt Fund CLONX R4 4 4 Star 4 Star 4 Star
Columbia Minnesota Tax-Exempt Fund CMNZX Z 5 5 Star 4 Star 4 Star
Number of Funds in Category 59 59 53 45
Morningstar Category: Muni National Interm
Columbia Intermediate Municipal Bond Fund CIMRX R4 4 4 Star 4 Star 3 Star
Columbia Intermediate Municipal Bond Fund SETMX Z 4 4 Star 4 Star 3 Star
Columbia Intermediate Municipal Bond Fund CTMRX R5 4 4 Star 4 Star 4 Star
Number of Funds in Category 251 251 210 153
Morningstar Category: Muni National Long
Columbia AMT-Free Tax-Exempt Bond Fund CATZX Z 5 5 Star 4 Star 4 Star
Columbia AMT-Free Tax-Exempt Bond Fund CADNX R5 4 5 Star 4 Star 4 Star
Columbia AMT-Free Tax-Exempt Bond Fund CATRX R4 4 5 Star 4 Star 4 Star
Columbia Tax-Exempt Fund CADMX R5 4 4 Star 4 Star 4 Star
Columbia Tax-Exempt Fund CTERX R4 4 4 Star 4 Star 4 Star
Columbia Tax-Exempt Fund CTEZX Z 4 4 Star 4 Star 5 Star
Number of Funds in Category 227 227 209 171
Morningstar Category: Muni New York Intermediate
Columbia New York Intermediate Municipal Bond Fund CNYIX R4 4 4 Star 4 Star 4 Star
Columbia New York Intermediate Municipal Bond Fund GNYTX Z 4 4 Star 5 Star 4 Star
Number of Funds in Category 38 38 36 33
Morningstar Category: Muni New York Long
Columbia New York Tax-Exempt Fund CNYZX Z 4 4 Star 4 Star 4 Star
Columbia New York Tax-Exempt Fund CNYEX R4 4 4 Star 4 Star 4 Star
Columbia New York Tax-Exempt Fund CNYRX R5 4 4 Star 4 Star 4 Star
Number of Funds in Category 108 108 96 89
Morningstar Category: Muni Single State Interm
Columbia Georgia Intermediate Municipal Bond Fund CGIMX R4 4 3 Star 4 Star 4 Star
Columbia Georgia Intermediate Municipal Bond Fund NGAMX Z 4 3 Star 4 Star 4 Star
Columbia North Carolina Intermediate Municipal Bond Fund CNCEX R4 4 4 Star 4 Star 4 Star
Columbia North Carolina Intermediate Municipal Bond Fund NNIBX Z 4 4 Star 4 Star 4 Star
Columbia Oregon Intermediate Municipal Bond Fund CMBFX Z 5 4 Star 4 Star 5 Star
Columbia Oregon Intermediate Municipal Bond Fund CORMX R4 4 4 Star 4 Star 4 Star
Columbia South Carolina Intermediate Municipal Bond Fund NSCMX Z 4 4 Star 4 Star 4 Star
Columbia South Carolina Intermediate Municipal Bond Fund CSICX R4 4 4 Star 4 Star 4 Star
Number of Funds in Category 212 212 205 188
Morningstar Category: Short-Term Bond
Columbia Limited Duration Credit Fund CTLRX R5 4 4 Star 4 Star 4 Star
Columbia Limited Duration Credit Fund ALDAX A 4 3 Star 4 Star 4 Star
Columbia Limited Duration Credit Fund CLDZX Z 4 4 Star 4 Star 4 Star
Columbia Limited Duration Credit Fund CDLRX R4 4 4 Star 4 Star 4 Star
Columbia Limited Duration Credit Fund CLDYX Y 4 4 Star 4 Star 4 Star
Number of Funds in Category 403 403 348 246
Morningstar Category: Small Blend
Columbia Small Cap Index Fund NMSCX Z 4 4 Star 4 Star 4 Star
Columbia Small Cap Index Fund NMSAX A 4 4 Star 4 Star 4 Star
Columbia Small Cap Index Fund CXXRX R5 4 4 Star 4 Star 4 Star
Number of Funds in Category 612 612 554 335
Morningstar Category: Small Value
Columbia Small Cap Value Fund II NSVAX Z 4 3 Star 3 Star 4 Star
Columbia Small Cap Value Fund II CRRRX R5 4 3 Star 3 Star 4 Star
Columbia Small Cap Value Fund II CRRYX Y 4 3 Star 3 Star 4 Star
Columbia Small Cap Value Fund II CLURX R4 4 3 Star 3 Star 4 Star
Number of Funds in Category 311 311 258 162
Morningstar Category: Technology
Columbia Technology Fund CTHRX R5 4 4 Star 3 Star 4 Star
Columbia Technology Fund CMTFX Z 4 4 Star 3 Star 4 Star
Columbia Technology Fund CTYRX R4 4 4 Star 3 Star 4 Star
Number of Funds in Category 195 195 174 140
Morningstar Category: World Allocation
Columbia Global Opportunities Fund CSAZX Z 4 4 Star 3 Star 2 Star
Number of Funds in Category 319 319 219 126
Morningstar Category: World Stock
Columbia Marsico Global Fund CADIX R5 4 4 Star 4 Star -
Columbia Marsico Global Fund COGAX A 4 3 Star 4 Star -
Columbia Marsico Global Fund COGRX R 4 4 Star 4 Star -
Columbia Marsico Global Fund COGZX Z 5 4 Star 5 Star -
Columbia Marsico Global Fund CADHX R4 4 4 Star 4 Star -
Columbia Marsico Global Fund COGCX C 4 3 Star 4 Star -
Number of Funds in Category 804 804 642 -

Past performance does not guarantee future results.

The Overall Morningstar Rating for a retail mutual fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. For share classes that do not have a 3-, 5-, or 10-year actual performance history, the fund’s independent Morningstar Rating metric is then compared against the retail mutual fund universe breakpoints to determine its hypothetical rating.

Extended performance is the process of lengthening the available data for a younger investment based on a related older share class or former investment structure. Morningstar provides extended performance for rankings for eligible open-end mutual funds when the share class does not have a 3-, 5-, or 10-year actual performance history. Some of the rankings shown on this website are for newer share classes and are calculated using extended performance. Please note, some of the Morningstar proprietary calculations, including the Morningstar RatingTM, are not customarily calculated based on adjusted historical returns. The evaluation of this investment does not affect the retail mutual fund data published by Morningstar. For each retail mutual fund with at least a 3-year history, Morningstar calculates a Morningstar Rating 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 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 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.) The Morningstar Ratings are for the classes shown only; other classes may have different performance characteristics and may have different ratings.

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