2 / 5 Stars
5 4 1 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 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 47.14 percent over the past year, and 15.04 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||31.8%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide shareholders with long-term growth of capital. The fund generally seeks to invest in infrastructure-related companies that appear to be undervalued or that may be temporarily out of favor, but that the investment manager believes are entering a period of recovery (i.e., a period in which these infrastructure-related companies have good prospects for growth or capital appreciation). It invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities issued by infrastructure-related companies. The fund may invest up to 25% of its net assets in foreign investments.
Fees are Low compared to funds in the same category.
Columbia Recovery and Infrastructure Fund has an expense ratio of 0.77 percent.
Risk is High compared to funds in the same category according to Morningstar.