3 / 5 Stars
5 4 5 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#97 in Large Blend
U.S. News evaluated 487 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 26.44 percent over the past year, 15.14 percent over the past three years, 23.39 percent over the past five years, and 6.74 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||6.7%|
The investment seeks to provide shareholders with long-term capital growth. 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 equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the S&P 500 Index (the index) at the time of purchase.
Fees are Above Average compared to funds in the same category.
Columbia Large Core Quantitative Fund has an expense ratio of 1.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.