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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
2 / 5 Stars
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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 14.90 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.1% |
| 1 Year | 14.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide shareholders with long-term growth of capital. The fund invests in equity securities and other investments that are selected primarily for their long-term growth potential. It may also invest up to 40% of its assets in various types of fixed income and variable income securities, including up to 25% in securities rated below investment grade. The fund may invest without limit in foreign investments, including investments in emerging markets. It may invest in issuers of any size, and will generally hold a core position of between 20 and 50 securities or other investments, but this range may change from time to time.
Fees
Fees are Low compared to funds in the same category.
Columbia Marsico Flexible Capital Fund has an expense ratio of 2.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
