Ameriprise 2013 Annual Report Download - page 79
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The following tables present the mutual fund performance of our retail Columbia and Threadneedle funds as of
December 31:
Columbia
Mutual Fund Rankings in top 2 Lipper Quartiles
2013 2012
Domestic Equity Equal weighted 1 year 54% 67%
3 year 51% 53%
5 year 58% 54%
Asset weighted 1 year 39% 71%
3 year 52% 72%
5 year 47% 73%
International Equity Equal weighted 1 year 65% 55%
3 year 50% 44%
5 year 50% 60%
Asset weighted 1 year 32% 20%
3 year 26% 19%
5 year 25% 80%
Taxable Fixed Income Equal weighted 1 year 44% 67%
3 year 65% 75%
5 year 41% 79%
Asset weighted 1 year 44% 72%
3 year 83% 87%
5 year 52% 83%
Tax Exempt Fixed Income Equal weighted 1 year 100% 90%
3 year 100% 100%
5 year 94% 100%
Asset weighted 1 year 100% 93%
3 year 100% 100%
5 year 84% 100%
Asset Allocation Funds Equal weighted 1 year 31% 60%
3 year 60% 85%
5 year 80% 85%
Asset weighted 1 year 39% 81%
3 year 64% 91%
5 year 92% 91%
Number of funds with 4 or 5 Morningstar star ratings Overall 54 51
3 year 45 56
5 year 41 44
Percent of funds with 4 or 5 Morningstar star ratings Overall 55% 46%
3 year 46% 50%
5 year 43% 42%
Percent of assets with 4 or 5 Morningstar star ratings Overall 56% 66%
3 year 39% 52%
5 year 37% 57%
Mutual fund performance rankings are based on the performance of Class Z fund shares for Columbia branded mutual funds. Only funds
with Class Z shares are included. In instances where a fund’s Class Z shares do not have a full 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.
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