Ameriprise 2012 Annual Report Download - page 76
Download and view the complete annual report
Please find page 76 of the 2012 Ameriprise annual report below. You can navigate through the pages in the report by either clicking on the pages listed below, or by using the keyword search tool below to find specific information within the annual report.-
1 -
2
-
3
-
4
-
5
-
6
-
7
-
8
-
9
-
10
-
11
-
12
-
13
-
14
-
15
-
16
-
17
-
18
-
19
-
20
-
21
-
22
-
23
-
24
-
25
-
26
-
27
-
28
-
29
-
30
-
31
-
32
-
33
-
34
-
35
-
36
-
37
-
38
-
39
-
40
-
41
-
42
-
43
-
44
-
45
-
46
-
47
-
48
-
49
-
50
-
51
-
52
-
53
-
54
-
55
-
56
-
57
-
58
-
59
-
60
-
61
-
62
-
63
-
64
-
65
-
66 -
67 -
68 -
69 -
70 -
71 -
72 -
73 -
74 -
75 -
76 -
77 -
78 -
79 -
80 -
81 -
82 -
83 -
84 -
85 -
86 -
87
-
88
-
89
-
90
-
91
-
92
-
93
-
94
-
95
-
96
-
97
-
98
-
99
-
100
-
101
-
102
-
103
-
104
-
105
-
106
-
107
-
108
-
109
-
110
-
111
-
112
-
113
-
114
-
115
-
116
-
117
-
118
-
119
-
120
-
121
-
122
-
123
-
124
-
125
-
126
-
127
-
128
-
129
-
130
-
131
-
132
-
133
-
134
-
135
-
136
-
137
-
138
-
139
-
140
-
141
-
142
-
143
-
144
-
145
-
146
-
147
-
148
-
149
-
150
-
151
-
152
-
153
-
154
-
155
-
156
-
157
-
158
-
159
-
160
-
161
-
162
-
163
-
164
-
165
-
166
-
167
-
168
-
169
-
170
-
171
-
172
-
173
-
174
-
175
-
176
-
177
-
178
-
179
-
180
-
181
-
182
-
183
-
184
-
185
-
186
-
187
-
188
-
189
-
190
-
191
-
192
-
193
-
194
-
195
-
196
-
197
-
198
-
199
-
200
-
201
-
202
-
203
-
204
-
205
-
206
 |
 |
The following tables present the mutual fund performance of our retail Columbia and Threadneedle funds as of
December 31, 2012 and 2011:
Columbia
Mutual Fund Rankings in top 2 Lipper Quartiles
2012 2011
Domestic Equity Equal weighted 1 year 67% 37%
3 year 53% 48%
5 year 54% 61%
Asset weighted 1 year 71% 38%
3 year 72% 39%
5 year 73% 58%
International Equity Equal weighted 1 year 55% 61%
3 year 44% 65%
5 year 60% 50%
Asset weighted 1 year 20% 71%
3 year 19% 77%
5 year 80% 65%
Taxable Fixed Income Equal weighted 1 year 67% 85%
3 year 75% 55%
5 year 79% 68%
Asset weighted 1 year 72% 93%
3 year 87% 64%
5 year 83% 73%
Tax Exempt Fixed Income Equal weighted 1 year 90% 95%
3 year 100% 85%
5 year 100% 95%
Asset weighted 1 year 93% 85%
3 year 100% 84%
5 year 100% 99%
Asset Allocation Funds Equal weighted 1 year 60% 86%
3 year 85% 48%
5 year 85% 57%
Asset weighted 1 year 81% 85%
3 year 91% 79%
5 year 91% 88%
Number of funds with 4 or 5 Morningstar star ratings Overall 51 52
3 year 56 46
5 year 44 49
Percent of funds with 4 or 5 Morningstar star ratings Overall 46% 44%
3 year 50% 39%
5 year 42% 44%
Percent of assets with 4 or 5 Morningstar star ratings Overall 66% 59%
3 year 52% 40%
5 year 57% 42%
Mutual fund performance rankings are based on the performance of Class Z fund shares for Columbia branded mutual funds. In instances
where a fund’s Class Z shares do not have a full one, three or five year track record, performance for an older share class of the same
fund, typically Class A shares, is utilized for the period before Class Z shares were launched. No adjustments to the historical track records
are made to account for differences in fund expenses between share classes of a fund.
Equal Weighted Rankings in Top 2 Quartiles: Counts the number of funds with above median ranking divided by the total number of funds.
Asset size is not a factor.
Asset Weighted Rankings in Top 2 Quartiles: Sums the total assets of the funds with above median ranking (using Class Z and appended
Class Z) divided by total assets of all funds. Funds with more assets will receive a greater share of the total percentage above or below
median.
Aggregated data includes all Columbia branded mutual funds.
59