| 53.19 Net Asset Value | +0.15% 1 Day | +19.37% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.06% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +8.44% | 3 years | -- | |
| 3 months | +12.19% | 5 years | -- | |
| 1 year | -- | Since inception | +18.40% |
| CVRRX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +4.80% |
| Expense ratio | 1.06% | 1.17% |
| Risk 5 year sharpe ratio | 0.19 | 0.30 |
| Net assets | $2.3B | $2.7B |
| Average market cap | $65.0B | $57.0B |
| Average P/E | 16.2 | 16.4 |
| Portfolio turnover | 64% | 64% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Guy Pope / 4 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| JNJ Johnson & Johnson | 3.47% |
| CVX Chevron Corp | 3.17% |
| AAPL Apple Inc | 2.92% |
| GOOG Google, Inc. Class A | 2.81% |
| JPM JPMorgan Chase & Co | 2.73% |
| BRKB Berkshire Hathaway Inc Class B | 2.65% |
| PG Procter & Gamble Co | 2.52% |
| C Citigroup Inc | 2.36% |
| PFE Pfizer Inc | 2.13% |
| PM Philip Morris International, Inc. | 2.07% |
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