Columbia Select Large Cap Growth Inst2 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Columbia Select Large Cap Growth Fund Institutional 2 Class CGTRX
- NAV / 1-Day Return 9.19 / −0.43 %
- Total Assets 523.9M
-
Adj. Expense Ratio
0.740%
- Expense Ratio 0.720%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 40%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CGTRX
Will CGTRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CGTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CGTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 14.19 | 74M | Technology |
Microsoft Corp | 9.09 | 47M | Technology |
Amazon.com Inc | 8.47 | 44M | Consumer Cyclical |
Alphabet Inc Class A | 6.62 | 35M | Communication Services |
Broadcom Inc | 5.83 | 30M | Technology |
Apple Inc | 4.90 | 26M | Technology |
Meta Platforms Inc Class A | 4.08 | 21M | Communication Services |
Eli Lilly and Co | 3.45 | 18M | Healthcare |
Applied Materials Inc | 3.32 | 17M | Technology |
Visa Inc Class A | 2.66 | 14M | Financial Services |
United States