3 / 5 Stars
3 3 2 3 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 117 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 25.89 percent over the past year, 12.82 percent over the past three years, 20.78 percent over the past five years, and 8.45 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term capital appreciation. 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 at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities, including depositary receipts. The fund normally invests in common stocks and also may invest in real estate investment trusts.
Fees are High compared to funds in the same category.
Columbia Small Cap Value Fund II has an expense ratio of 2.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.