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UPDATE: COVID-19 AND OUR BUSINESS OPERATIONS
Columbia Threadneedle is coordinating our response to the virus regionally and globally as we focus on protecting the health and safety of our employees and maintaining our business operations to continue to deliver value to our clients globally. We have implemented restrictions on employee travel and many of our employees are working remotely. We are monitoring the situation closely, guided by appropriate health organization advice and relevant government guidelines. We will update this information should our position change.
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Barron's Fund Family Ranking Information
To be included in Barron's Fund Survey, a fund family must have at least three funds in Lipper's general equity category, one in world equity, one mixed-asset fund (such as a balanced or target-date fund), two taxable-bond funds, and one national tax-exempt bond fund.
Each fund's return is measured against all funds in its Lipper category, resulting in a percentile ranking of 100 being the highest and one the lowest. This result is then weighted by asset size, relative to the fund family's other assets in its general classification. If a family's biggest funds do well, that boosts its overall showing; poor performance in its biggest funds hurts a firm's ranking. Finally, the score is multiplied by the general classification weightings as determined by the entire Lipper universe of funds.
The category weightings for the one-year results in 2019 were general equity, 34.8%; mixed asset, 21.3%; world equity, 17.1%; taxable bond, 22.4%; and tax-exempt bond, 4.4%.