Columbia Marsico 21st Century Fund

Scorecard
2 / 5 Stars
Lipper
2 2 3 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

#258 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.

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Performance

The fund has returned 40.17 percent over the past year, 11.71 percent over the past three years, 22.08 percent over the past five years, and 8.11 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.8%
1 Year 40.2%
3 Years (Annualized) 11.7%
5 Years (Annualized) 22.1%
10 Years (Annualized) 8.1%

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Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies of any capitalization size and generally will hold a core position of between 35 and 50 common stocks. It may invest without limit in foreign securities, including in emerging market securities. The fund may from time to time emphasize one or more economic sectors in selecting its investments. The core investments of the fund (i.e., the primary investments held by the fund over time) generally may include established companies and securities that are expected to offer long-term growth potential.

Fees

Fees are Average compared to funds in the same category.
Columbia Marsico 21st Century Fund has an expense ratio of 1.35 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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