The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Columbia Select Large Cap Growth Inst UMLGX
- NAV / 1-Day Return 9.58 / +0.10 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 26%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0
Morningstar’s Analysis UMLGX
Will UMLGX 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 42.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 6.26 | 70.9 Mil | Technology |
Amazon.com Inc | 5.61 | 63.6 Mil | Consumer Cyclical |
Microsoft Corp | 4.90 | 55.5 Mil | Technology |
CoStar Group Inc | 3.91 | 44.4 Mil | Real Estate |
Eli Lilly and Co | 3.83 | 43.4 Mil | Healthcare |
Visa Inc Class A | 3.79 | 42.9 Mil | Financial Services |
Intuitive Surgical Inc | 3.73 | 42.3 Mil | Healthcare |
Chipotle Mexican Grill Inc | 3.55 | 40.3 Mil | Consumer Cyclical |
ServiceNow Inc | 3.37 | 38.2 Mil | Technology |
Booking Holdings Inc | 3.28 | 37.2 Mil | Consumer Cyclical |