Skip to Content

Columbia Large Cap Growth Inst2 CLWFX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 73.58  /  −0.51 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 45%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CLWFX

Will CLWFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CLWFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.18 657.6 Mil
Technology

Microsoft Corp

10.93 642.7 Mil
Technology

Apple Inc

9.80 576.3 Mil
Technology

Amazon.com Inc

7.23 425.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.09 299.4 Mil
Communication Services

Alphabet Inc Class C

4.35 255.8 Mil
Communication Services

Eli Lilly and Co

4.06 238.7 Mil
Healthcare

Alphabet Inc Class A

3.57 210.2 Mil
Communication Services

Visa Inc Class A

3.50 205.7 Mil
Financial Services

Costco Wholesale Corp

2.60 153.1 Mil
Consumer Defensive