3 / 5 Stars
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 3.16 percent over the past year, 9.52 percent over the past three years, 18.29 percent over the past five years, and 7.82 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||-0.4%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||7.8%|
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 are Average compared to funds in the same category.
Columbia Real Estate Equity Fund has an expense ratio of 0.84 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.