| 11.96 Net Asset Value | -0.50% 1 Day | +10.64% Year-to-Date | Overall Morningstar Rating |
| Aggressive allocation Style or Category | No Load Sales Expenses | 2.02% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +3.37% | 3 years | +12.78% | |
| 3 months | +6.03% | 5 years | +3.66% | |
| 1 year | +21.66% | Since inception | +5.01% |
| RBGCX | Category | |
|---|---|---|
| Performance 5-yr return | +3.66% | +3.96% |
| Expense ratio | 2.02% | 1.51% |
| Risk 5 year sharpe ratio | 0.26 | 0.27 |
| Net assets | $591.7M | $738.6M |
| Average market cap | $22.7B | $28.0B |
| Average P/E | 17.2 | 16.0 |
| Portfolio turnover | 21% | 21% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Marie Schofield / 3 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 17.68% |
| Financial service | 16.59% |
| Hardware | 10.08% |
| Energy | 9.92% |
| Consumer goods | 9.73% |
| CEEIX Columbia European Equity I | 7.75% |
| CCCIX Columbia Contrarian Core I | 7.63% |
| CMTIX Columbia Mid Cap Growth I | 7.10% |
| CPCIX Columbia Pacific/Asia I | 6.05% |
| CSPIX Columbia Select Large Cap Growth I | 5.59% |
| CPTIX Columbia Corporate Income I | 5.57% |
| ALEIX Columbia Large Core Quantitative Instl | 5.08% |
| RVGIX Columbia US Govt Mortgage I | 4.67% |
| CEHIX Columbia Emerging Markets I | 4.19% |
| CLPIX Columbia Large Cap Core I | 4.04% |
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