2 / 5 Stars
4 4 2 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#23 in World Allocation
U.S. News evaluated 129 World Allocation 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 6.94 percent over the past year, 7.92 percent over the past three years, 12.49 percent over the past five years, and 5.57 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||12.5%|
|10 Years (Annualized)||5.6%|
The investment seeks maximum total return. The fund's assets may be allocated to equity, debt/fixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy Fund. The fund's equity security investments include: emerging market equities, international developed market equities, and U.S. equities. The fund's debt/fixed-income security investments include: U.S. investment-grade bonds, international bonds, emerging market bonds, U.S. high yield (junk) bonds, convertible bonds, mortgage- and other asset-backed securities, and short-term money market instruments.
Fees are High compared to funds in the same category.
Columbia Global Opportunities Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.