4 / 5 Stars
5 5 5 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#29 in Conservative Allocation
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.
The fund has returned 9.95 percent over the past year, 8.66 percent over the past three years, and 7.00 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||4.5%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||7.0%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of current income and growth of capital. The fund is a "fund of funds" and seeks to achieve its objective by investing in a combination of underlying funds representing different asset classes, potentially including an allocation to alternative investment strategies. Under normal market conditions, it allocates approximately 55%-100% of its assets in fixed-income funds, 0%-35% in equity funds, and 0%-15% in cash investments and 0%-20% in alternative investment strategy.
Fees are Average compared to funds in the same category.
Columbia Income Builder Fund has an expense ratio of 0.42 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.