4 / 5 Stars
5 5 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 247 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 16.14 percent over the past year, 10.42 percent over the past three years, 16.96 percent over the past five years, and 7.18 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||7.2%|
The investment seeks high total return by investing in common stocks and debt securities. Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund 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 circumstances.
Fees are Above Average compared to funds in the same category.
Columbia Balanced Fund has an expense ratio of 1.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.