2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#235 in Large Growth
U.S. News evaluated 466 Large Growth 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 28.17 percent over the past year, 13.38 percent over the past three years, 17.42 percent over the past five years, and 6.48 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||28.2%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||6.5%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks of U.S. and foreign companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 1000 Growth Index (the "Index"). It invests primarily in common stocks of companies that Columbia Management Investment Advisers, LLC (Sub-Adviser) believes have the potential for long-term growth. The fund may invest directly in foreign securities or indirectly through depositary receipts.
Fees are Average compared to funds in the same category.
Bishop Street Strategic Growth Fund has an expense ratio of 1.17 percent.
Risk is Average compared to funds in the same category according to Morningstar.