3 / 5 Stars
4 4 5 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#46 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 3.83 percent over the past year, 6.73 percent over the past three years, and 11.07 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||11.1%|
|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. It normally invests in each asset class within the following target asset allocation ranges: Equity 0-35%, Fixed Income 55-100%, Cash 0-15%, Alternative Investment Strategy 0-20%.
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.