On March 9, 2021, Columbia Threadneedle announced that Columbia Large Cap Growth comanager Peter Santoro had departed the firm to pursue another professional opportunity. Comanagers Melda Mergen and Tiffany Wade remain. The strategy maintains its Average People rating and Morningstar Analyst Rating of Neutral.
Columbia Large Cap Growth R CGWRX
NAV / 1-Day Return
61.86
/
0.19
%
Total Assets
5.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.280%
Expense Ratio
1.280%
Fee Level
Above Average
Longest Manager Tenure
1.69
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
46%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CGWRX 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 CGWRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CGWRX 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 CGWRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Manager Departure at Columbia Large Cap Growth Does Not Affect Ratings
