4 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 225 Small Blend 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 28.12 percent over the past year, 16.45 percent over the past three years, 23.28 percent over the past five years, and 9.53 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||9.5%|
The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) SmallCap 600® Index. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P SmallCap 600 Index. It attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses. The fund may invest in derivatives, consisting of relevant stock index futures, to gain exposure to the small cap equity market pending direct investments in securities.
Fees are Below Average compared to funds in the same category.
Columbia Small Cap Index Fund has an expense ratio of 0.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.