2 / 5 Stars
3 4 1 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#25 in Foreign Large Value
U.S. News evaluated 102 Foreign Large Value 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 18.22 percent over the past year, 6.87 percent over the past three years, and -2.21 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.7%|
|3 Years (Annualized)||6.9%|
|5 Years (Annualized)||-2.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of total assets in equity securities of foreign companies that have market capitalizations of more than $1 billion at the time of purchase. It typically invests in foreign companies in at least three countries, other than the United States, at any one time and may invest in emerging market countries. The fund may invest directly in foreign securities or indirectly through closed-end investment companies and depositary receipts.
Fees are Above Average compared to funds in the same category.
Columbia Overseas Value Fund has an expense ratio of 0.98 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.