3 / 5 Stars
3 2 2 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#40 in Real Estate
U.S. News evaluated 73 Real Estate 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 16.96 percent over the past year, 15.20 percent over the past three years, 6.95 percent over the past five years, and 11.38 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.7%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||6.9%|
|10 Years (Annualized)||11.4%|
The investment seeks capital appreciation and above-average income. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies principally engaged in the real estate industry, including REITs. It may invest in equity REITs, mortgage REITs and hybrid REITs. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Columbia Real Estate Equity Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.