Columbia Threadneedle Mutual Funds
Columbia Threadneedle Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 17 of 17 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 Adv | CBDRX | Moderate Allocation | 13.81% | 22 | 0.680% | Below Average | No Load | $2,000 | ||
Columbia Balanced Inst | CBALX | Moderate Allocation | 13.82% | 22 | 0.680% | Below Average | Institutional | $2,000 | ||
Columbia Balanced Inst2 | CLREX | Moderate Allocation | 13.83% | 22 | 0.650% | Below Average | Institutional | $0 | ||
Columbia Balanced Inst3 | CBDYX | Moderate Allocation | 13.89% | 21 | 0.600% | Below Average | Institutional | $1.0 Mil | ||
Columbia Dividend Income A | LBSAX | Large Value | 16.45% | 44 | 0.900% | Below Average | Front Load | $2,000 | ||
Columbia Dividend Income Adv | CVIRX | Large Value | 16.68% | 40 | 0.650% | Below Average | No Load | $2,000 | ||
Columbia Dividend Income Inst | GSFTX | Large Value | 16.65% | 40 | 0.650% | Below Average | Institutional | $2,000 | ||
Columbia Dividend Income Inst2 | CDDRX | Large Value | 16.71% | 39 | 0.580% | Below Average | Institutional | $0 | ||
Columbia Dividend Income Inst3 | CDDYX | Large Value | 16.75% | 39 | 0.540% | Below Average | Institutional | $1.0 Mil | ||
Columbia Dividend Income R | CDIRX | Large Value | 16.22% | 46 | 1.150% | Average | Retirement, Medium | $0 | ||
Columbia Intermediate Dur Muni Bd Inst | SETMX | Muni National Interm | — | 3.06% | 33 | 0.410% | Below Average | Institutional | $2,000 | |
Columbia Intermediate Dur Muni Bd Inst2 | CTMRX | Muni National Interm | — | 3.12% | 32 | 0.330% | Low | Institutional | $0 | |
Columbia Intermediate Dur Muni Bd Inst3 | CIMYX | Muni National Interm | — | 3.16% | 29 | 0.280% | Low | Institutional | $1.0 Mil | |
Columbia Real Estate Equity Inst3 | CREYX | Real Estate | 13.08% | 22 | 0.850% | Below Average | Institutional | $1.0 Mil | ||
Columbia Select Large Cap Equity Inst | NSEPX | Large Blend | 20.02% | 53 | 0.650% | Below Average | Institutional | $2,000 | ||
Columbia Select Large Cap Equity Inst2 | CLCRX | Large Blend | 20.10% | 52 | 0.590% | Below Average | Institutional | $0 | ||
Multisector Bond SMA Completion | MBSAX | Miscellaneous Fixed Income | — | 8.08% | 36 | 0.000% | Low | No Load | $0 |
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
Category
Morningstar Rating™ for Funds
Percentile Rank