5 / 5 Stars
3 3 5 5 5
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 16.39 percent over the past year, 12.25 percent over the past three years, 5.75 percent over the past five years, and 8.76 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.7%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||5.8%|
|10 Years (Annualized)||8.8%|
The investment seeks total return. The fund normally invests at least 80% of net assets in a diversified portfolio of income-producing equity securities. It invests principally in securities of companies that the adviser believes are undervalued but also may invest in securities of companies that the adviser believes have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size. It may invest up to 20% of net assets in debt securities, including securities that are rated low and below investment grade. The fund may also invest up to 20% of net assets in foreign securities.
Fees are Low compared to funds in the same category.
Columbia Dividend Income Fund has an expense ratio of 1.75 percent.
Risk is Low compared to funds in the same category according to Morningstar.