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Columbia Threadneedle Investments is one of the nation’s largest managers of mutual fund assets. Learn more about our funds rated 4 and 5 Star by Morningstar.

The mutual fund products and performance section of our general public website offers performance and expense information, along with a robust tool for sorting by specific fund criteria.

Click here to explore Class Z and Class R mutual funds currently available for defined contribution plans, in a new window.

Class R and Z shares are sold at NAV, have limited eligibility and the investment minimum requirement may vary. Only eligible investors may purchase Class R and Z shares of the fund, directly or by exchange. Please see the fund's prospectus for eligibility and other details.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ used to rank the fund against other funds in the same category. It is calculated based on a Morningsar Risk-Adjusted Return measure that accoutns for variation in a fund's monthly excess performance, without any adjustments for loads (front-end, deferred, or redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star (each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages).

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