3 / 5 Stars
4 5 4 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#149 in Large Growth
U.S. News evaluated 473 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 11.81 percent over the past year, 11.98 percent over the past three years, 4.89 percent over the past five years, and 7.04 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.5%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||7.0%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies generally have market capitalizations in the range of companies in the Russell 1000 Growth Index. It invests primarily in common stocks of companies that the adviser believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20% of total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.
Fees are Average compared to funds in the same category.
Columbia Large Cap Growth Fund has an expense ratio of 1.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.