4 / 5 Stars
3 3 2 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 122 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 23.62 percent over the past year, 14.03 percent over the past three years, 21.58 percent over the past five years, and 9.49 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||9.5%|
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. The fund may invest in any type of securities, including common stocks and depositary receipts. It may invest up to 25% of its net assets in foreign investments.
Fees are Low compared to funds in the same category.
Columbia Multi-Advisor Small Cap Value Fund has an expense ratio of 1.02 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.