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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 18 of 18 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 Allocation2.27%180.680%Below AverageNo Load$2,000
Columbia Balanced InstCBALXModerate Allocation3.80%180.680%Below AverageInstitutional$2,000
Columbia Balanced Inst2CLREXModerate Allocation3.81%170.650%Below AverageInstitutional
Columbia Balanced Inst3CBDYXModerate Allocation3.81%170.600%Below AverageInstitutional$1.0 Mil
Columbia Dividend Income ALBSAXLarge Value3.90%570.900%Below AverageFront Load$2,000
Columbia Dividend Income AdvCVIRXLarge Value4.82%510.650%Below AverageNo Load$2,000
Columbia Dividend Income InstGSFTXLarge Value5.44%560.650%Below AverageInstitutional$2,000
Columbia Dividend Income Inst2CDDRXLarge Value5.48%510.600%Below AverageInstitutional
Columbia Dividend Income Inst3CDDYXLarge Value5.52%540.550%Below AverageInstitutional$1.0 Mil
Columbia Intermediate Dur Muni Bd AdvCIMRXMuni National Interm−0.17%140.410%Below AverageNo Load$2,000
Columbia Intermediate Dur Muni Bd InstSETMXMuni National Interm−0.17%110.410%Below AverageInstitutional$2,000
Columbia Intermediate Dur Muni Bd Inst2CTMRXMuni National Interm−0.04%90.330%LowInstitutional
Columbia Intermediate Dur Muni Bd Inst3CIMYXMuni National Interm−0.13%120.280%LowInstitutional$1.0 Mil
Columbia New York Itmt Muncpl Bd Inst3CNYYXMuni New York Intermediate−0.51%50.400%Below AverageInstitutional$1.0 Mil
Columbia Oregon Itmt Muncpl Bd Inst3CORYXMuni Single State Interm−0.88%260.490%AverageInstitutional$1.0 Mil
Columbia Select Global Equity Inst3CSEYXGlobal Large-Stock Growth7.84%310.870%AverageInstitutional$1.0 Mil
Columbia Select Large Cap Equity Inst2CLCRXLarge Blend6.78%330.530%Below AverageInstitutional
Multisector Bond SMA CompletionMBSAXMiscellaneous Fixed Income−1.16%36LowNo 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

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