Columbia Marsico 21st Century Fund

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

#262 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.

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Performance

The fund has returned 28.73 percent over the past year, 12.83 percent over the past three years, 16.58 percent over the past five years, and 8.00 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 28.7%
3 Years (Annualized) 12.8%
5 Years (Annualized) 16.6%
10 Years (Annualized) 8.0%

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Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests primarily in equity securities of companies of any capitalization. It typically holds a core position of between 35 and 60 common stocks that are believed to have potential for long-term growth. The fund may invest without limit in foreign securities, including in emerging market securities. It may from time to time emphasize one or more economic sectors in selecting its investments, including the consumer discretionary sector and the information technology sector.

Fees

Fees are Average compared to funds in the same category.
Columbia Marsico 21st Century Fund has an expense ratio of 1.23 percent.

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Risk

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

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