Columbia Large Cap Enhanced Core has a hard time consistently outperforming its benchmark over the long term. It warrants Average People and Process ratings.
Columbia Large Cap Enhanced Core R CCERX
- NAV / 1-Day Return 26.40 / +0.88 %
- Total Assets 386.8 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 0.61%
- Turnover 92%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0
Morningstar’s Analysis CCERX
Will CCERX 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 35.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 7.72 | 32.0 Mil | Technology |
Apple Inc | 6.12 | 25.3 Mil | Technology |
NVIDIA Corp | 5.78 | 23.9 Mil | Technology |
Alphabet Inc Class A | 4.36 | 18.1 Mil | Communication Services |
Amazon.com Inc | 3.24 | 13.4 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.16 | 13.1 Mil | Communication Services |
Johnson & Johnson | 1.48 | 6.1 Mil | Healthcare |
Visa Inc Class A | 1.29 | 5.4 Mil | Financial Services |
Applied Materials Inc | 1.16 | 4.8 Mil | Technology |
Caterpillar Inc | 1.15 | 4.8 Mil | Industrials |