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Columbia Large Cap Growth V GAEGX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 51.69  /  0.90 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield
  • Turnover 46%

Morningstar’s Analysis GAEGX

Will GAEGX outperform in future?

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

Not a standout option.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Columbia Large Cap Growth’s managers have more to prove on their own, and their investment approach isn’t differentiated. All share classes and its separate account earn Morningstar Analyst Ratings of Neutral.

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Portfolio Holdings GAEGX

  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 55.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
11.44
525,479,717
Technology
10.26
471,315,602
Technology
6.77
310,891,539
Consumer Cyclical
6.25
286,900,121
Technology
4.28
196,794,119
Communication Services
4.06
186,503,058
Financial Services
3.46
158,753,114
Communication Services
3.29
151,185,206
Healthcare
2.90
133,352,991
Technology
2.47
113,269,147
Technology