Columbia Large Cap Growth Opportunity is in new hands with an uninspiring process, making it a mediocre offering.
Columbia Large Cap Growth Opp Inst2 CADRX
- NAV / 1-Day Return 20.22 / +0.30 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.740%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 74%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis CADRX
Will CADRX 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 43.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.88 | 97.0 Mil | Technology |
Amazon.com Inc | 6.15 | 75.7 Mil | Consumer Cyclical |
CrowdStrike Holdings Inc Class A | 4.57 | 56.3 Mil | Technology |
Apple Inc | 4.54 | 55.8 Mil | Technology |
Lam Research Corp | 4.20 | 51.7 Mil | Technology |
Eli Lilly and Co | 3.54 | 43.5 Mil | Healthcare |
Qualcomm Inc | 3.25 | 40.0 Mil | Technology |
Agilent Technologies Inc | 3.16 | 38.9 Mil | Healthcare |
Intuitive Surgical Inc | 3.06 | 37.7 Mil | Healthcare |
Marvell Technology Inc | 2.91 | 35.8 Mil | Technology |