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Morningstar

Columbia Large Cap Growth E CLGEX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 56.06  /  1.02 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.340%
  • 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 Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:11 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.

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the CLGEX 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 CLGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A run-of-the-mill offering.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Columbia Large Cap Growth’s managers have more to prove, and its process lacks distinction. Better large-growth options exist elsewhere.

by Sachin Nagarajan
Rated on Published on

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Portfolio Holdings CLGEX

More CLGEX Holdings
  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 55.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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