RRIZX (Columbia:Rec & Infr;R5)
Net Asset Value: 20.72
1-Day Return:
-0.13 (-0.62%)
YTD Return as of 4/5/13:
7.64%
Classification: Specialty & Misc Objective: Specialty & Misc Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 7.64 | 9.57 | 6.89 | NA | NA |
| Classification | 2.00 | 6.41 | 8.79 | 2.75 | 10.69 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 20 | 67 | 62 | NA | NA |
Fund Stats
More| Investment Objective: | Specialty & Misc |
|---|---|
| Net Assets ($Mil) | 0.10 |
| Inception Date: | 2/19/09 |
| Manager Name, Tenure | Warren Spitz, 2009 |
| Expense Ratio: | 0.82% |
|
Sales Charge:
Load Type:
|
Institutional Load 0.00% 0.00% |
Top 10 Holdings (As of 10/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| United Continental Holdings Inc Ord | UAL | 6.17 |
| Kbr Inc Ord | KBR | 5.73 |
| Ford Motor Co Ord | F | 4.98 |
| Chicago Bridge And Iron Company Nv Ord | CBI | 4.35 |
| Foster Wheeler Ltd Ord | FWLT | 4.22 |
| Intel Corp Ord | INTC | 3.61 |
| Deere & Co Ord | DE | 3.55 |
| Delta Air Lines Inc Ord | DAL | 3.21 |
| Terex Corp Ord | TEX | 3.00 |
| Sanmina Corp Ord | SANM | 2.95 |
| % of Total Holdings | 41.77 | |
