3 / 5 Stars
4 4 4 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#11 in Mid-Cap Value
U.S. News evaluated 112 Mid-Cap 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 30.07 percent over the past year, 16.07 percent over the past three years, 21.26 percent over the past five years, and 9.96 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||11.0%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||21.3%|
|10 Years (Annualized)||10.0%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell Midcap Value Index (the index) at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks and also may invest in real estate investment trusts.
Fees are Low compared to funds in the same category.
Columbia Mid Cap Value Fund has an expense ratio of 1.17 percent.
Risk is Average compared to funds in the same category according to Morningstar.