Morningstar

Columbia Select Large Cap Growth Fund Class A ELGAX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $5.99  /  −0.17 %
  • Fund Size $476.3M
  • Adjusted Expense Ratio 1.010%
  • Net Expense Ratio 1.030%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis ELGAX

Will ELGAX outperform in the 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 ELGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Select Large Cap Growth A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ELGAX

More ELGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.63 79M
Technology

Microsoft Corp

7.39 37M
Technology

Alphabet Inc Class A

5.69 29M
Communication Services

Apple Inc

5.31 27M
Technology

Broadcom Inc

5.04 26M
Technology

Applied Materials Inc

3.84 19M
Technology

Eli Lilly and Co

3.43 17M
Healthcare

Meta Platforms Inc Class A

3.34 17M
Communication Services

Amazon.com Inc

3.27 17M
Consumer Cyclical

Visa Inc Class A

3.25 16M
Financial Services

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