Columbia Real Estate Equity Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 2 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

#35 in Real Estate

U.S. News evaluated 72 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.97 percent over the past year, 10.35 percent over the past three years, 20.84 percent over the past five years, and 8.21 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 17.2%
1 Year 12.0%
3 Years (Annualized) 10.3%
5 Years (Annualized) 20.8%
10 Years (Annualized) 8.2%

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Summary

The investment seeks capital appreciation and above-average income. 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 companies principally engaged in the real estate industry, including REITs. Equity securities include, among other things, common stocks, preferred stocks and securities convertible into common and preferred stocks. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Columbia Real Estate Equity Fund has an expense ratio of 1.28 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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