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3 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 10.39 percent over the past year, 8.46 percent over the past three years, 3.13 percent over the past five years, and 7.11 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.4% |
| 1 Year | 10.4% |
| 3 Years (Annualized) | 8.5% |
| 5 Years (Annualized) | 3.1% |
| 10 Years (Annualized) | 7.1% |
Summary
The investment seeks maximum total return. The fund's assets may be allocated to equity, debt/fixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy fund. Its equity security investments include: emerging market equities, international developed market equities, and U.S. large-, mid- and small-cap equities. The fund's debt/fixed-income security investments include: U.S. investment-grade bonds, international bonds, emerging market bonds, U.S. high yield (junk) bonds, convertible bonds, mortgage- and other asset-backed securities, and short-term money market instruments.
