| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
5
3
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 201 Conservative 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 7.69 percent over the past year, 6.60 percent over the past three years, and 5.33 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.3% |
| 1 Year | 7.7% |
| 3 Years (Annualized) | 6.6% |
| 5 Years (Annualized) | 5.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide the highest level of total return that is consistent with a conservative level of risk and may be most appropriate for investors with a shorter-term investment horizon. The fund is a fund of funds that invests in a combination of underlying funds for which 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
Fees are Average compared to funds in the same category.
Columbia Capital Allocation Conservative Portfolio has an expense ratio of 0.39 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
