2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
The fund has returned 11.20 percent over the past year, 9.51 percent over the past three years, 19.94 percent over the past five years, and 7.40 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||16.8%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||19.9%|
|10 Years (Annualized)||7.4%|
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 are High compared to funds in the same category.
Columbia Real Estate Equity Fund has an expense ratio of 2.03 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.