3 / 5 Stars
5 4 1 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 50 Technology 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 39.08 percent over the past year, 14.10 percent over the past three years, 20.48 percent over the past five years, and 10.13 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.0%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||10.1%|
The investment seeks capital appreciation. The fund invests at least 80% of net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Columbia Technology Fund has an expense ratio of 1.21 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.