3 / 5 Stars
3 4 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#41 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 16.63 percent over the past year, 10.65 percent over the past three years, 6.22 percent over the past five years, and 11.35 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.7%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||6.2%|
|10 Years (Annualized)||11.3%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index at the time of purchase that Columbia Management Investment Advisers, LLC, the fund's investment adviser, believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks and also may invest in real estate investment trusts.
Fees are Low compared to funds in the same category.
Columbia Small Cap Value Fund II has an expense ratio of 1.31 percent.
Risk is Average compared to funds in the same category according to Morningstar.