3 / 5 Stars
5 5 5 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#22 in Large Blend
U.S. News evaluated 486 Large Blend 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 23.38 percent over the past year, 15.06 percent over the past three years, 18.91 percent over the past five years, and 6.76 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||6.8%|
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 invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index, convertible securities that are convertible into stocks included in the index, and derivatives whose returns are closely equivalent to the returns of the index or its components. It will vary the number and percentages of the fund's holdings in attempting to provide higher returns than the index and to reduce the potential of underperforming the index over time.
Fees are Average compared to funds in the same category.
Columbia Large Cap Enhanced Core Fund has an expense ratio of 0.89 percent.
Risk is Average compared to funds in the same category according to Morningstar.