| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 498 Large Blend 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 16.48 percent over the past year, 13.40 percent over the past three years, 5.53 percent over the past five years, and 7.87 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.8% |
| 1 Year | 16.5% |
| 3 Years (Annualized) | 13.4% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 7.9% |
Summary
The investment seeks total return before fees and expenses that exceeds the total return of the Standard & Poor's (S&P) 500® Index. The fund normally invests at least 80% of its net assets in common stocks that comprise the S&P 500® Index, convertible securities that are convertible into stocks included in that index, and derivatives whose returns are closely equivalent to the returns of the S&P 500® Index or its components. It generally holds fewer stocks than the index and may hold securities that are not in the index. The fund's investment adviser attempts to maintain a portfolio that generally matches the risk characteristics of the S&P 500® Index.
Fees
Fees are Average compared to funds in the same category.
Columbia Large Cap Enhanced Core Fund has an expense ratio of 0.61 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
