2 / 5 Stars
2 2 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#91 in Conservative Allocation
U.S. News evaluated 178 Conservative 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 4.62 percent over the past year, 5.29 percent over the past three years, and 7.86 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||3.7%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||7.9%|
|10 Years (Annualized)||N/A|
The investment seeks the highest level of total return that is consistent with a conservative level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which Columbia Management Investment Advisers, LLC (the Investment Manager) or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds). It may also invest up to 20% of its net assets in other funds, including third-party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.
Fees are Average compared to funds in the same category.
Columbia Capital Allocation Conservative Portfolio has an expense ratio of 0.48 percent.
Risk is Low compared to funds in the same category according to Morningstar.