5 / 5 Stars
5 5 2 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 119 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.99 percent over the past year, and 16.95 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.0%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Columbia Marsico Flexible Capital Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.