| 51.96 Net Asset Value | -0.31% 1 Day | +18.14% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.56% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +7.22% | 3 years | +15.01% | |
| 3 months | +10.21% | 5 years | +0.90% | |
| 1 year | +31.06% | Since inception | +4.42% |
| URBIX | Category | |
|---|---|---|
| Performance 5-yr return | +0.90% | +4.80% |
| Expense ratio | 1.56% | 1.17% |
| Risk 5 year sharpe ratio | 0.17 | 0.30 |
| Net assets | $2.3B | $2.7B |
| Average market cap | $65.9B | $57.0B |
| Average P/E | 16.6 | 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 | -- |
| Industrial materials | 31.39% |
| Energy | 18.62% |
| Financial service | 14.51% |
| Consumer goods | 8.81% |
| Telecommunication | 8.10% |
| JNJ Johnson & Johnson | 3.37% |
| CVX Chevron Corp | 3.18% |
| AAPL Apple Inc | 2.77% |
| GOOG Google, Inc. Class A | 2.76% |
| JPM JPMorgan Chase & Co | 2.56% |
| BRKB Berkshire Hathaway Inc Class B | 2.54% |
| PG Procter & Gamble Co | 2.52% |
| C Citigroup Inc | 2.37% |
| IBM International Business Machines Corp | 2.18% |
| PFE Pfizer Inc | 2.09% |
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