4 / 5 Stars
5 5 4 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#77 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 24.79 percent over the past year, 16.81 percent over the past three years, and 20.10 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.4%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||N/A|
The investment seeks to provide shareholders with long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Value Index (the index) at the time of purchase.
Fees are Low compared to funds in the same category.
Columbia Large Value Quantitative Fund has an expense ratio of 1.16 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.