Columbia Large Cap Enhanced Core has a hard time consistently outperforming its benchmark over the long term. It warrants Average People and Process ratings.
Columbia Large Cap Enhanced Core Inst2 CLNCX
- NAV / 1-Day Return 27.59 / +0.15 %
- Total Assets 414.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.460%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 1.12%
- Turnover 92%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CLNCX
Will CLNCX 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 36.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.84 | 31.5 Mil | Technology |
Apple Inc | 6.66 | 26.7 Mil | Technology |
NVIDIA Corp | 5.32 | 21.3 Mil | Technology |
Alphabet Inc Class A | 4.13 | 16.6 Mil | Communication Services |
Meta Platforms Inc Class A | 3.30 | 13.2 Mil | Communication Services |
Amazon.com Inc | 3.14 | 12.6 Mil | Consumer Cyclical |
Visa Inc Class A | 1.49 | 6.0 Mil | Financial Services |
Procter & Gamble Co | 1.46 | 5.9 Mil | Consumer Defensive |
Johnson & Johnson | 1.45 | 5.8 Mil | Healthcare |
Caterpillar Inc | 1.18 | 4.7 Mil | Industrials |