On Feb. 1, 2024, Columbia Select Large Cap Equity managers Melda Mergen and Tiffany Wade picked up new associate portfolio manager Michael Guttag. The strategy's pillar ratings and Morningstar Medalist Rating are unaffected.
Columbia Select Large Cap Equity Adv CLSRX
- NAV / 1-Day Return 20.75 / +0.63 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
0.600%
- Expense Ratio 0.600%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.83%
- Turnover 61%
USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CLSRX
Will CLSRX 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 42.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 7.99 | 111.3 Mil | Technology |
Alphabet Inc Class C | 5.62 | 78.2 Mil | Communication Services |
NVIDIA Corp | 5.53 | 77.0 Mil | Technology |
Apple Inc | 5.12 | 71.3 Mil | Technology |
Amazon.com Inc | 5.05 | 70.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.18 | 44.3 Mil | Communication Services |
Exxon Mobil Corp | 2.67 | 37.1 Mil | Energy |
Mastercard Inc Class A | 2.65 | 36.8 Mil | Financial Services |
Eli Lilly and Co | 2.54 | 35.4 Mil | Healthcare |
Bank of America Corp | 2.42 | 33.6 Mil | Financial Services |