Columbia Dividend Income Fund

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

U.S. News evaluated 326 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 20.13 percent over the past year, 13.34 percent over the past three years, 19.94 percent over the past five years, and 8.19 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 20.1%
3 Years (Annualized) 13.3%
5 Years (Annualized) 19.9%
10 Years (Annualized) 8.2%

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Summary

The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in a diversified portfolio of income-producing (dividend-paying) equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities. It invests principally in securities of companies believed to be undervalued but also may invest in securities of companies believed to have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size.

Fees

Fees are Low compared to funds in the same category.
Columbia Dividend Income Fund has an expense ratio of 0.65 percent.

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Risk

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

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