4 / 5 Stars
3 4 3 2 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 109 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 23.24 percent over the past year, 12.24 percent over the past three years, 22.01 percent over the past five years, and 9.64 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||9.6%|
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of medium-sized companies. These equity securities generally include common stocks and may also include real estate investment trusts. Medium-sized companies are those whose market capitalizations at the time of purchase fall within the market capitalization range of the Russell Midcap Value Index. The fund may invest up to 25% of its net assets in foreign investments. Foreign investments include depositary receipts.
Fees are High compared to funds in the same category.
Columbia Mid Cap Value Opportunity Fund has an expense ratio of 1.08 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.