Columbia Overseas Value Fund

Scorecard
4 / 5 Stars
Lipper
4 4 1 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

#14 in Foreign Large Value

U.S. News evaluated 93 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.19 percent over the past year, 7.53 percent over the past three years, and 18.80 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 22.2%
3 Years (Annualized) 7.5%
5 Years (Annualized) 18.8%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of total assets (including the amount of any borrowings for investment purposes) 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 markets. The fund may invest directly in foreign securities or indirectly through closed-end investment companies and depositary receipts.

Fees

Fees are Above Average compared to funds in the same category.
Columbia Overseas Value Fund has an expense ratio of 1.07 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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