2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#67 in Small Value
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 23.73 percent over the past year, 12.58 percent over the past three years, 18.06 percent over the past five years, and 8.55 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term capital growth. 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 that have market capitalizations in the range of the companies in the Russell 2000 Value Index (the index) at the time of purchase that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.
Fees are Low compared to funds in the same category.
Columbia Small Cap Value Fund I has an expense ratio of 1.32 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.