4 / 5 Stars
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 18.78 percent over the past year, 15.24 percent over the past three years, 16.85 percent over the past five years, and 8.86 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.3%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||8.9%|
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 are Low compared to funds in the same category.
Columbia Dividend Income Fund has an expense ratio of 0.65 percent.
Risk is Low compared to funds in the same category according to Morningstar.