Columbia Recovery and Infra R5 (RRIZX)
22.93 
0.32(1.42%) May 17
| Prev Close: | 22.61 |
|---|
| YTD Return*: | 7.90% |
|---|
| Net Assets*: | 646.38M |
|---|
| Yield*: | 0.62% |
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* As of 28-Feb-13
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Headlines
- No Headlines available for RRIZX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| UAL | 6.42 | 17.11 |
| F | 4.81 | -1.85 |
| CBI | 4.77 | 16.42 |
| KBR | 4.76 | -1.50 |
| DAL | 4.31 | 24.85 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 646.38M |
| Category: | Mid-Cap Blend |
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| Annual Report Expense Ratio (net): | 0.82% |
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Performance & Risk
| YTD Return: | 7.90% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 52 |
| % Rank in Category (ytd): | 12.15% |
| Beta (3y): | 1.58 |
| Morningstar Risk Rating: | 5 |
Fund Summary
The investment seeks to provide shareholders with long-term growth of capital.
The fund generally seeks to invest in infrastructure-related companies that appear to be undervalued or that may be temporarily out of favor but the Investment Manager believes are entering a period of recovery (i.e., a period in which these infrastructure-related companies have good prospects for growth or capital appreciation). It invests at least 80% of its assets in equity securities issued by infrastructure-related companies. The fund may invest in companies of any size and may invest up to 25% of its net assets in foreign investments.
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