3 / 5 Stars
4 4 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#28 in Small Value
U.S. News evaluated 113 Small Value 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 33.63 percent over the past year, 13.83 percent over the past three years, 8.90 percent over the past five years, and 10.46 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||16.7%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||8.9%|
|10 Years (Annualized)||10.5%|
The investment seeks to provide shareholders with long-term capital appreciation. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in small cap companies. For these purposes, small cap companies are those that have a market capitalization, at the time of investment, of up to $2.5 billion or that fall within the range of the Russell 2000® Value Index. It may invest up to 25% of its net assets in foreign investments.
Fees are Average compared to funds in the same category.
Columbia Multi-Advisor Small Cap Value Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.