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Morningstar

Columbia Select Large Cap Growth Inst2 CGTRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.30  /  +0.98 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 26%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis CGTRX

Will CGTRX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGTRX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Columbia Select Large Cap Growth Inst2 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGTRX

More CGTRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.02 74.2 Mil
Technology

Amazon.com Inc

5.32 65.5 Mil
Consumer Cyclical

Microsoft Corp

4.87 60.0 Mil
Technology

CoStar Group Inc

3.80 46.8 Mil
Real Estate

Visa Inc Class A

3.72 45.8 Mil
Financial Services

Intuitive Surgical Inc

3.69 45.5 Mil
Healthcare

Eli Lilly and Co

3.61 44.5 Mil
Healthcare

Chipotle Mexican Grill Inc

3.57 44.0 Mil
Consumer Cyclical

ServiceNow Inc

3.41 42.0 Mil
Technology

Booking Holdings Inc

3.17 39.1 Mil
Consumer Cyclical