Columbia Real Estate Equity Fund

Scorecard
2 / 5 Stars
Lipper
1 1 1 3 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E+ (Sell)

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 3.63 percent over the past year, 7.32 percent over the past three years, 24.71 percent over the past five years, and 6.63 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 8.5%
1 Year 3.6%
3 Years (Annualized) 7.3%
5 Years (Annualized) 24.7%
10 Years (Annualized) 6.6%

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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 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. Equity securities include, among other things, common stocks, preferred stocks and securities convertible into common and preferred stocks. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Columbia Real Estate Equity Fund has an expense ratio of 2.05 percent.

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Risk

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

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