2 / 5 Stars
4 3 1 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 136 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 45.33 percent over the past year, and 14.78 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||35.5%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide shareholders with long-term growth of capital. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities (equity, fixed-income and/or other "hybrid" (convertible) securities) of infrastructure-related issuers and/or securities intended primarily to finance infrastructure-related activities. It may also invest in securities that are intended to finance infrastructure-related activities.
Fees are Below Average compared to funds in the same category.
Columbia Recovery and Infrastructure Fund has an expense ratio of 1.02 percent.
Risk is High compared to funds in the same category according to Morningstar.