Columbia Diversified Equity Income Fund

Scorecard
2 / 5 Stars
Lipper
2 3 4 3 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

#178 in Large Value

U.S. News evaluated 330 Large Value 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 22.74 percent over the past year, 13.46 percent over the past three years, 17.32 percent over the past five years, and 8.33 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.6%
1 Year 22.7%
3 Years (Annualized) 13.5%
5 Years (Annualized) 17.3%
10 Years (Annualized) 8.3%

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Summary

The investment seeks a high level of current income with a secondary consideration of steady growth of capital. The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. The fund may invest up to 25% of its net assets in foreign investments. It may from time to time emphasize one or more economic sectors in selecting its investments, including the financial services sector.

Fees

Fees are Low compared to funds in the same category.
Columbia Diversified Equity Income Fund has an expense ratio of 1.08 percent.

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Risk

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

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Large Value Funds

Highest Returns (10-year)

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