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Columbia Select Large Cap Growth Inst3 CCWRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.39  /  +0.09 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 26%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis CCWRX

Will CCWRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Columbia Select Large Cap Growth Inst3 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings CCWRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.41 66.1 Mil
Consumer Cyclical

NVIDIA Corp

5.32 64.9 Mil
Technology

Microsoft Corp

4.83 59.0 Mil
Technology

Visa Inc Class A

3.80 46.4 Mil
Financial Services

Intuitive Surgical Inc

3.60 44.0 Mil
Healthcare

Eli Lilly and Co

3.53 43.1 Mil
Healthcare

ServiceNow Inc

3.48 42.5 Mil
Technology

CoStar Group Inc

3.45 42.2 Mil
Real Estate

Advanced Micro Devices Inc

3.35 40.9 Mil
Technology

Chipotle Mexican Grill Inc

3.33 40.7 Mil
Consumer Cyclical