4 / 5 Stars
5 5 5 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#83 in Large Value
U.S. News evaluated 325 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 14.86 percent over the past year, 13.13 percent over the past three years, 19.61 percent over the past five years, and 8.25 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||8.2%|
The investment seeks a high level of current income with a secondary objective of growth of income and 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 in companies that have market capitalizations of any size. It may invest up to 25% of its net assets in foreign investments.
Fees are High compared to funds in the same category.
Columbia Dividend Opportunity Fund has an expense ratio of 1.05 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.