3 / 5 Stars
3 4 4 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#231 in Large Growth
U.S. News evaluated 464 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 25.98 percent over the past year, 14.59 percent over the past three years, 18.03 percent over the past five years, and 7.60 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.9%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It may invest up to 20% of its total assets in foreign securities.
Fees are Average compared to funds in the same category.
Columbia Large Cap Growth Fund has an expense ratio of 1.18 percent.
Risk is Average compared to funds in the same category according to Morningstar.