About this Fund
COLUMBIA FUNDS SERIES TRUST I is a leading mutual fund company dedicated to delivering a comprehensive range of investment solutions to meet the diverse needs of its valued clients. With a strong focus on asset management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, each carefully designed to cater to specific investment objectives and risk profiles. By providing a robust platform for investment, COLUMBIA FUNDS SERIES TRUST I enables its investors to create a well-diversified portfolio, leveraging the expertise of experienced fund managers who continually strive to optimize returns while minimizing risk. The company's investor-centric approach emphasizes the importance of long-term wealth creation, and its systematic investment plan (SIP) facilities allow investors to invest a fixed amount of money at regular intervals, promoting disciplined investing and helping to reduce market volatility.
As a trusted partner in wealth management, COLUMBIA FUNDS SERIES TRUST I has established a reputation for its unwavering commitment to transparency, integrity, and exceptional customer service. The company's investment philosophy is rooted in a rigorous research-driven process, where experienced analysts and portfolio managers work in tandem to identify opportunities and navigate market trends, ensuring that investors' interests are always at the forefront. By combining cutting-edge technology with time-tested investment principles, COLUMBIA FUNDS SERIES TRUST I has built a loyal clientele who appreciate the company's ability to adapt to evolving market conditions and deliver consistent performance across various asset classes. Whether investors are seeking aggressive growth, income generation, or capital preservation, COLUMBIA FUNDS SERIES TRUST I offers a suite of mutual funds that can be tailored to meet their unique requirements, making it an ideal choice for those seeking a reliable and experienced partner in their investment journey. With its proven track record and dedication to delivering outstanding investment experiences, COLUMBIA FUNDS SERIES TRUST I continues to be a preferred destination for investors seeking to achieve their financial goals through a well-crafted investment strategy.
The company's extensive range of mutual funds is designed to accommodate the diverse investment preferences of its clients, from conservative investors seeking stable returns to more aggressive investors pursuing higher growth potential. By offering a mix of actively managed and passive funds, COLUMBIA FUNDS SERIES TRUST I provides investors with the flexibility to choose the investment approach that best aligns with their risk tolerance, investment horizon, and financial objectives. Furthermore, the company's commitment to ongoing innovation and improvement ensures that its investment products and services remain aligned with the changing needs of the market, allowing investors to stay ahead of the curve and capitalize on emerging opportunities. As a result, COLUMBIA FUNDS SERIES TRUST I has earned the trust of a wide range of investors, from individual investors and financial advisors to institutional clients and retirement plans, all of whom appreciate the company's unwavering dedication to helping them achieve their long-term investment goals through a combination of expertise, experience, and exceptional service.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
3 positions
Frequently Asked Questions — COLUMBIA FUNDS SERIES TRUST I
What type of mutual fund is COLUMBIA FUNDS SERIES TRUST I?
COLUMBIA FUNDS SERIES TRUST I is a SEC-registered Equity fund, with $529M in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, COLUMBIA FUNDS SERIES TRUST I holds 3 portfolio positions, all detailed in the holdings table on this page.
What are COLUMBIA FUNDS SERIES TRUST I's assets under management (AUM)?
COLUMBIA FUNDS SERIES TRUST I has $529M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are COLUMBIA FUNDS SERIES TRUST I's top holdings?
According to COLUMBIA FUNDS SERIES TRUST I's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
JPMorgan Chase & Co.,
JPMorgan Chase & Co.,
JPMorgan Chase & Co.
.
The complete list of all 3 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is COLUMBIA FUNDS SERIES TRUST I's expense ratio?
Expense ratio data for COLUMBIA FUNDS SERIES TRUST I is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find COLUMBIA FUNDS SERIES TRUST I's SEC filings?
COLUMBIA FUNDS SERIES TRUST I is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000773757.
You can access all of COLUMBIA FUNDS SERIES TRUST I's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0000773757).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is COLUMBIA FUNDS SERIES TRUST I's holdings data on StockSifting?
Holdings data for COLUMBIA FUNDS SERIES TRUST I on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.