4 / 5 Stars
3 4 4 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 187 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 8.06 percent over the past year, 7.96 percent over the past three years, 13.27 percent over the past five years, and 5.98 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.5%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||13.3%|
|10 Years (Annualized)||6.0%|
The investment seeks long-term capital appreciation. The fund pursues its investment objective by investing in other mutual funds. It allocates at least 95% of its net assets (stock/bond assets) among a selected group of stock and bond mutual funds (Portfolio funds) according to the current level of Standard & Poor's (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.
Fees are Above Average compared to funds in the same category.
Columbia Thermostat Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.