4 / 5 Stars
4 4 4 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 249 Moderate Allocation 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 17.29 percent over the past year, 11.22 percent over the past three years, 12.63 percent over the past five years, and 6.85 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||15.9%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||6.9%|
The investment seeks high total return. Under normal circumstances, the fund invests in a mix of equity and debt securities. It generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal market conditions. The fund may also invest up to 20% of its net assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.
Fees are High compared to funds in the same category.
Columbia Balanced Fund has an expense ratio of 1.86 percent.
Risk is Average compared to funds in the same category according to Morningstar.