Morningstar

Columbia Threadneedle Mutual Funds

View all of Columbia Threadneedle’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Columbia Threadneedle Funds List

Share Class Type

1 to 25 of 466 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Columbia Balanced AdvCBDRXModerate Allocation13.81%220.680%Below AverageNo Load$2,000
Columbia Balanced InstCBALXModerate Allocation13.82%220.680%Below AverageInstitutional$2,000
Columbia Balanced Inst2CLREXModerate Allocation13.83%220.650%Below AverageInstitutional$0
Columbia Balanced Inst3CBDYXModerate Allocation13.89%210.600%Below AverageInstitutional$1.0 Mil
Columbia Dividend Income ALBSAXLarge Value16.45%440.900%Below AverageFront Load$2,000
Columbia Dividend Income AdvCVIRXLarge Value16.68%400.650%Below AverageNo Load$2,000
Columbia Dividend Income InstGSFTXLarge Value16.65%400.650%Below AverageInstitutional$2,000
Columbia Dividend Income Inst2CDDRXLarge Value16.71%390.580%Below AverageInstitutional$0
Columbia Dividend Income Inst3CDDYXLarge Value16.75%390.540%Below AverageInstitutional$1.0 Mil
Columbia Dividend Income RCDIRXLarge Value16.22%461.150%AverageRetirement, Medium$0
Columbia Intermediate Dur Muni Bd InstSETMXMuni National Interm—3.06%330.410%Below AverageInstitutional$2,000
Columbia Intermediate Dur Muni Bd Inst2CTMRXMuni National Interm—3.12%320.330%LowInstitutional$0
Columbia Intermediate Dur Muni Bd Inst3CIMYXMuni National Interm—3.16%290.280%LowInstitutional$1.0 Mil
Columbia Real Estate Equity Inst3CREYXReal Estate13.08%220.850%Below AverageInstitutional$1.0 Mil
Columbia Select Large Cap Equity InstNSEPXLarge Blend20.02%530.650%Below AverageInstitutional$2,000
Columbia Select Large Cap Equity Inst2CLCRXLarge Blend20.10%520.590%Below AverageInstitutional$0
Multisector Bond SMA CompletionMBSAXMiscellaneous Fixed Income—8.08%360.000%LowNo Load$0
Columbia Adaptive Risk Allocation ACRAAXTactical Allocation10.04%471.060%LowFront Load$2,000
Columbia Adaptive Risk Allocation InstCRAZXTactical Allocation10.26%430.810%LowInstitutional$2,000
Columbia Adaptive Risk Allocation Inst2CRDRXTactical Allocation10.22%430.820%LowInstitutional$0
Columbia Balanced ACBLAXModerate Allocation13.59%240.930%Below AverageFront Load$2,000
Columbia Balanced CCBLCXModerate Allocation12.95%311.680%AverageLevel Load$2,000
Columbia Balanced RCBLRXModerate Allocation13.38%271.180%AverageRetirement, Medium$0
Columbia Bond AdvCNDRXIntermediate Core Bond—4.92%50.490%Below AverageNo Load$2,000
Columbia Bond InstUMMGXIntermediate Core Bond—4.93%50.490%AverageInstitutional$2,000

Columbia Threadneedle Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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