Columbia Large Cap Growth’s managers have more to prove, and its process lacks distinction. Better large-growth options exist elsewhere.
Columbia Large Cap Growth Inst2 CLWFX
- NAV / 1-Day Return 69.78 / −0.03 %
- Total Assets 5.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.710%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 45%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CLWFX
Will CLWFX 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 58.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.82 | 559.9 Mil | Technology |
Apple Inc | 9.01 | 466.0 Mil | Technology |
NVIDIA Corp | 8.89 | 459.9 Mil | Technology |
Amazon.com Inc | 7.45 | 385.2 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.63 | 239.4 Mil | Communication Services |
Alphabet Inc Class C | 4.44 | 229.6 Mil | Communication Services |
Visa Inc Class A | 3.98 | 206.1 Mil | Financial Services |
Alphabet Inc Class A | 3.63 | 187.9 Mil | Communication Services |
Eli Lilly and Co | 3.63 | 187.6 Mil | Healthcare |
Costco Wholesale Corp | 2.46 | 127.4 Mil | Consumer Defensive |