The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Columbia Select Large Cap Growth Inst3 CCWRX
- NAV / 1-Day Return 11.39 / +0.09 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |