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Title:Financial Professionals | Columbia Threadneedle Investments US

Description:Columbia Threadneedle Investments offers a range of investor resources including perspectives from fund managers on the future of investing. Learn more.

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Skip to main content Financial Professionals Would you like to save your as your preferred landing page for future visits to columbiathreadneedleus.com? (You can change your preference anytime.) Yes? or No? Financial Professionals Financial Professionals Retirement Specialist Registered Investment Advisors Individual Investors Mutual Fund Accounts Future Scholar 529 Plan Accounts Retirement Plan Accounts Institutional Investors United States To change location, visit the global homepage Help Contact Us Log In My Profile Log Out Toggle navigation Menu Home Products Products Mutual Funds Managed Accounts Exchange Traded Funds (ETFs) 529 Plan Variable Products Closed-End Funds Insights Insights Latest Insights Market Outlook Business-Building Ideas Investor Goals Contributors Resources Resources Forms & Applications Fund Literature Platinum Services RIA Resource Center Retirement Specialist Resources Taxes & Distributions About Us About Us Leadership Investment Approach Press Center Contact Us Help Log In My Profile My Profile Log Out Financial Professionals Individual Investors Institutional Investors Global Home Round out your perspective Get timely insights into today’s market. View Latest Insights > Everything you need — now in one place. Access retirement-focused tools, insights, products and more. Retirement Specialist Resources > Intentionally built to deliver results. Our investment approach » Barron's Fund Family rankings are based on total return for the 2019 calendar year ending 12/31/19. Columbia Threadneedle Investments ranked 4th among 55 qualifying fund families. Find a Mutual Fund Get full access to advisor tools and resources. Register Now Get quarterly insights on retirement-focused news, trends and products with DC Viewpoints Subscribe Explore our ⋆⋆⋆⋆ and ⋆⋆⋆⋆⋆ Morningstar rated funds. View Funds Past performance is not a guarantee of future results. Barron's Fund Family Rankings are calculated without the impact of expenses such as 12b-1 fees, front-end loads or sales charges, which would reduce returns. Source: Barron's, 2/14/2020. To be included in the ranking, a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund. Each fund's performance is measured against all of the other funds in its Lipper category, with 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 ranking; poor performance in its biggest funds hurts a firm's ranking. Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The category weightings for the one-year results in 2019 were general equity, 35.4%; mixed asset, 21.1%; world equity, 17%; taxable bond, 21.8%; and tax-exempt bond, 4.6%. Class: Find a mutual fund  Filter By: Domestic Equity  Global/International Equity  Sector Equity/Specialty  Asset Allocation  Alternative  Taxable Fixed Income  Tax-Exempt Fixed Income  Money Market  Not finding what you're looking for? Try another share class or view all mutual funds . INVESTOR GOALS View all Generate Income featured Generate Income Give your clients the opportunity to retire with confidence. Interest Rates Navigate Rates Position your clients for success with strategies that can navigate changing interest rates. Tax Efficiency Tax Efficiency Help your clients keep more of what they earn. Asset Growth Grow Assets Find smarter, faster ways to grow your clients' assets. Manage Volatility Manage Volatility Help protect your clients' savings and withstand market volatility. Latest Insights View blog Explore some of our latest insights on industry news and trends. MY FUNDS Edit my fund list Select funds to display Cancel Save Create a customized list so you can track and watch your funds. Choose Funds NOTE: Your fund selections will be automatically saved for you using browser cookies. If you clear your cookies or use a different computer or browser to access this page, you will not see your saved fund selections. New & Noteworthy Three Columbia Funds Earn Lipper Fund Awards Explore NEW Business Building Ideas View capital gains View distribution calendar Mailing addresses have changed effective 11/1/2018 View our new TV commercial Contact Us Some contact details for your consultant team are temporarily unavailable, but specialists are still here to help. View your team . Mutual Funds Marketing Support and Literature Requests Monday–Thursday, 8 a.m.–7 p.m. ET; Friday 8 a.m.–6 p.m. ET Financial Institutions 800.718.9009 Broker/Dealers 800.215.5005 Registered Investment Advisors 866.444.5435 Independent Advisors 800.446.4008 Dealer Services Monday–Friday, 8 a.m.–7 p.m. ET 800.322.2847 Service inquiries Product inquiries Sales/Prospecting questions Shareholder Account Services Monday–Friday, 8 a.m.–7 p.m. ET Shareholder Services 800.345.6611 Transaction Department 800.422.3737 View Your Consultant Team View Your Consultant Team View All Contact Options Subscribe to receive email updates about our publications and products. Subscribe Connect with us Products Mutual Funds Managed Accounts Exchange Traded Funds (ETFs) 529 Plan Variable Products Closed-End Funds Insights Latest Insights Market Outlook Business-Building Ideas Investor Goals Contributors Resources Forms & Applications Fund Literature Platinum Services RIA Resource Center Retirement Specialist Resources Taxes & Distributions About Us Help Leadership Investment Approach Press Center Contact Us Careers Privacy and Security Terms and Conditions Corporate Entities Disclosures Glossary † © 2020 Columbia Management Investment Advisers, LLC. All rights reserved. Use of products, materials and services available through Columbia Threadneedle Investments may be subject to approval by your home office. † By clicking the Glossary link above, you will be leaving columbiathreadneedle.com/us. View our Terms and Conditions for our hyperlinking disclosure. With respect to mutual funds, ETFs and Tri-Continental Corporation, investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. To learn more about this and other important information about each fund, download a free prospectus . The prospectus should be read carefully before investing. Investors should consider the investment objectives, risks, charges, and expenses of Columbia Seligman Premium Technology Growth Fund carefully before investing. To obtain the Fund's most recent periodic reports and other regulatory filings, contact your financial advisor or download reports here . These reports and other filings can also be found on the Securities and Exchange Commission's EDGAR Database. You should read these reports and other filings carefully before investing. Columbia Funds and Columbia Acorn Funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA . Columbia Funds are managed by Columbia Management Investment Advisers, LLC and Columbia Acorn Funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of Columbia Management Investment Advisers, LLC. ETFs are distributed by ALPS Distributors, Inc., member FINRA , an unaffiliated entity. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. NOT FDIC INSURED · No bank guarantee · May lose value...

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