Columbia Small Cap Value Fund II

Scorecard
3 / 5 Stars
Lipper
4 5 3 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 119 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.99 percent over the past year, 13.69 percent over the past three years, 24.83 percent over the past five years, and 9.79 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.3%
1 Year 26.0%
3 Years (Annualized) 13.7%
5 Years (Annualized) 24.8%
10 Years (Annualized) 9.8%

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Summary

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

Fees are Low compared to funds in the same category.
Columbia Small Cap Value Fund II has an expense ratio of 0.86 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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