4 / 5 Stars
4 5 4 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#29 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend 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 26.25 percent over the past year, 13.92 percent over the past three years, 26.69 percent over the past five years, and 10.03 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.6%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||26.7%|
|10 Years (Annualized)||10.0%|
The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) MidCap 400® Index. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P MidCap 400 Index. In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. It attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses.
Fees are Low compared to funds in the same category.
Columbia Mid Cap Index Fund has an expense ratio of 0.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.