Skip to Content
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

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.

Share Class Type

1 to 23 of 23 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 ACBLAXModerate Allocation8.94%140.930%Below AverageFront Load$2,000
Columbia Balanced AdvCBDRXModerate Allocation9.98%140.680%Below AverageNo Load$2,000
Columbia Balanced InstCBALXModerate Allocation9.98%140.680%Below AverageInstitutional$2,000
Columbia Balanced Inst2CLREXModerate Allocation9.99%130.650%Below AverageInstitutional—
Columbia Balanced Inst3CBDYXModerate Allocation9.17%130.600%Below AverageInstitutional$1.0 Mil
Columbia Contrarian Core Inst2COFRXLarge Blend15.44%240.650%Below AverageInstitutional—
Columbia Contrarian Core Inst3COFYXLarge Blend14.31%230.600%Below AverageInstitutional$1.0 Mil
Columbia Dividend Income ALBSAXLarge Value9.39%590.900%Below AverageFront Load$2,000
Columbia Dividend Income AdvCVIRXLarge Value9.55%550.650%Below AverageNo Load$2,000
Columbia Dividend Income InstGSFTXLarge Value9.54%550.650%Below AverageInstitutional$2,000
Columbia Dividend Income Inst2CDDRXLarge Value9.56%550.600%Below AverageInstitutional—
Columbia Dividend Income Inst3CDDYXLarge Value9.63%530.550%Below AverageInstitutional$1.0 Mil
Columbia Intermediate Dur Muni Bd AdvCIMRXMuni National Interm—1.45%300.410%Below AverageNo Load$2,000
Columbia Intermediate Dur Muni Bd InstSETMXMuni National Interm—1.45%240.410%Below AverageInstitutional$2,000
Columbia Intermediate Dur Muni Bd Inst2CTMRXMuni National Interm—1.59%210.330%LowInstitutional—
Columbia Intermediate Dur Muni Bd Inst3CIMYXMuni National Interm—1.51%250.280%LowInstitutional$1.0 Mil
Columbia Real Estate Equity Inst2CRRVXReal Estate3.95%530.910%AverageInstitutional—
Columbia Real Estate Equity Inst3CREYXReal Estate2.17%500.850%AverageInstitutional$1.0 Mil
Columbia Select Global Equity Inst2RGERXGlobal Large-Stock Growth12.10%260.920%Above AverageInstitutional—
Columbia Select Large Cap Equity ANSGAXLarge Blend13.81%360.900%LowFront Load$2,000
Columbia Select Large Cap Equity InstNSEPXLarge Blend14.00%300.650%Below AverageInstitutional$2,000
Columbia Select Large Cap Equity Inst2CLCRXLarge Blend14.06%270.590%Below AverageInstitutional—
Multisector Bond SMA CompletionMBSAXMiscellaneous Fixed Income—3.92%36—LowNo Load—

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

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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • 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.

Sponsor Center