| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
3
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.99 percent over the past year, 10.64 percent over the past three years, 3.56 percent over the past five years, and 11.46 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.8% |
| 1 Year | 19.0% |
| 3 Years (Annualized) | 10.6% |
| 5 Years (Annualized) | 3.6% |
| 10 Years (Annualized) | 11.5% |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of medium-sized companies whose market capitalizations at the time of purchase fall within the range of the Russell Midcap® Value Index. It may invest up to 25% of assets in foreign investments. The fund may invest up to 20% of assets in stocks of smaller or larger companies. It can invest in any economic sector and, at times, the fund may emphasize one or more particular sectors.
Fees
Fees are Low compared to funds in the same category.
Columbia Mid Cap Value Opportunity Fund has an expense ratio of 1.95 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
