| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#57 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.
Performance
The fund has returned 19.33 percent over the past year, and 12.75 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.3% |
| 1 Year | 19.3% |
| 3 Years (Annualized) | 12.8% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide shareholders with long-term capital growth. The fund normally invests at least 80% of net assets in equity securities of companies with market capitalizations of over $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000 Value Index at the time of purchase. It can invest in any economic sector and, at times, it may emphasize one or more particular sectors.
Fees
Fees are Low compared to funds in the same category.
Columbia Large Value Quantitative Fund has an expense ratio of 1.11 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
