Columbia Large Cap Growth Opportunity is in new hands with an uninspiring process, making it a mediocre offering.
Columbia Large Cap Growth Opp Adv CSFRX
- NAV / 1-Day Return 18.92 / −0.11 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 74%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis CSFRX
Will CSFRX 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 51.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.39 | 158.1 Mil | Technology |
NVIDIA Corp | 6.85 | 87.5 Mil | Technology |
Amazon.com Inc | 6.66 | 85.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 5.08 | 64.8 Mil | Communication Services |
Alphabet Inc Class A | 4.67 | 59.6 Mil | Communication Services |
Apple Inc | 4.66 | 59.5 Mil | Technology |
Eli Lilly and Co | 3.48 | 44.5 Mil | Healthcare |
Visa Inc Class A | 3.01 | 38.4 Mil | Financial Services |
Advanced Micro Devices Inc | 2.60 | 33.2 Mil | Technology |
Lam Research Corp | 2.46 | 31.3 Mil | Technology |