3 / 5 Stars
5 5 5 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#54 in Conservative Allocation
U.S. News evaluated 183 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 6.18 percent over the past year, 6.70 percent over the past three years, 11.21 percent over the past five years, and 5.63 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||11.2%|
|10 Years (Annualized)||5.6%|
The investment seeks the highest level of total return that is consistent with a moderate 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 or an affiliate serves as investment adviser or principal underwriter. 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 Moderate Conservative Portfolio has an expense ratio of 0.57 percent.
Risk is Average compared to funds in the same category according to Morningstar.