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Columbia Large Cap Enhanced Core R CCERX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 23.84  /  0.96 %
  • Total Assets 398.4 Mil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.58%
  • Turnover 92%

Morningstar’s Analysis CCERX

Will CCERX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Tight constraints make it tough for this quant fund to outperform.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Columbia Large Cap Enhanced Core has mostly done what it's supposed to do, but that isn't enough to stand out. It earns a Morningstar Analyst Rating of Neutral for all share classes.

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Portfolio Holdings CCERX

  • Current Portfolio Date
  • Equity Holdings 120
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.90
33,219,361
Technology
6.99
29,404,988
Technology
4.66
19,609,842
Communication Services
2.66
11,203,100
Consumer Cyclical
2.62
11,033,804
Technology
2.32
9,775,318
Communication Services

E-mini S&P 500 Future Sept 23

1.88
7,903,000
1.83
7,686,120
Energy
1.65
6,955,446
Financial Services

Columbia Short-Term Cash

1.46
6,136,919
Cash and Equivalents