2 / 5 Stars
5 5 3 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#161 in Large Value
U.S. News evaluated 313 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 28.04 percent over the past year, 17.10 percent over the past three years, and 14.27 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.0%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||14.3%|
|10 Years (Annualized)||N/A|
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 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.