Columbia Large Cap Growth’s managers have more to prove, and its process lacks distinction. Better large-growth options exist elsewhere.
Columbia Large Cap Growth E CLGEX
- NAV / 1-Day Return 62.15 / −0.14 %
- Total Assets 5.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.360%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Limited
- TTM Yield —
- Turnover 45%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CLGEX
Will CLGEX 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 57.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 11.14 | 594.8 Mil | Technology |
Apple Inc | 9.32 | 497.6 Mil | Technology |
NVIDIA Corp | 8.27 | 441.9 Mil | Technology |
Amazon.com Inc | 7.33 | 391.5 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 5.11 | 272.7 Mil | Communication Services |
Visa Inc Class A | 4.08 | 218.2 Mil | Financial Services |
Alphabet Inc Class C | 3.65 | 194.9 Mil | Communication Services |
Eli Lilly and Co | 3.49 | 186.7 Mil | Healthcare |
Alphabet Inc Class A | 2.99 | 159.8 Mil | Communication Services |
Costco Wholesale Corp | 2.44 | 130.3 Mil | Consumer Defensive |