Columbia Large Cap Growth has seen a number of team changes recently. The strategy receives a Morningstar Analyst Rating of Neutral across all share classes.
Columbia Large Cap Growth R CGWRX
NAV / 1-Day Return
48.34
/
2.00
%
Total Assets
4.5 Bil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Fee Level
Average
Longest Manager Tenure
2.71
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
52%
Morningstar’s Fund Analysis CGWRX
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.
This group has to prove capable in the large-growth space following several team changes.
