2 / 5 Stars
2 3 4 3 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#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.
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%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||8.3%|
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 are Low compared to funds in the same category.
Columbia Diversified Equity Income Fund has an expense ratio of 1.08 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.