4 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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 24.56 percent over the past year, and 16.20 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.4%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide shareholders with long-term growth of capital. Under normal circumstances, the fund invests in equity securities and other investments that are selected primarily for their long-term growth potential. It may also invest up to 40% of its assets in various types of fixed income and variable income securities, including up to 25% in securities rated below investment grade (commonly called "high yield securities" or "junk bonds"). The fund may invest in issuers of any capitalization. It may invest without limit in foreign investments, including investments in emerging markets.
Fees are Average compared to funds in the same category.
Columbia Marsico Flexible Capital Fund has an expense ratio of 0.90 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.