| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 82 Intermediate Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 3.69 percent over the past year, 6.53 percent over the past three years, 6.10 percent over the past five years, and 4.41 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -0.1% |
| 1 Year | 3.7% |
| 3 Years (Annualized) | 6.5% |
| 5 Years (Annualized) | 6.1% |
| 10 Years (Annualized) | 4.4% |
Summary
The investment seeks current income, with a secondary objective of preservation of capital. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in mortgage-related securities that either are issued or guaranteed as to principal and interest by the United States government, its agencies, authorities or instrumentalities. It may invest in fixed income securities of any maturity and does not seek to maintain a particular dollar-weighted average maturity.
Fees
Fees are Low compared to funds in the same category.
Columbia U.S. Government Mortgage Fund has an expense ratio of 1.60 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
