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Morningstar

Columbia Large Cap Growth Inst GEGTX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 61.50  /  0.39 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 45%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 PM GMT+0

Morningstar’s Analysis GEGTX

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

People Pillar

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

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.

by Sachin Nagarajan
Rated on Published on

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Portfolio Holdings GEGTX

More GEGTX Holdings
  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 55.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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486,198,799
Technology

Apple Inc

11.18
477,650,350
Technology

Amazon.com Inc

7.02
299,808,383
Consumer Cyclical

NVIDIA Corp

5.55
237,053,732
Technology

Alphabet Inc Class C

4.20
179,528,963
Communication Services

Visa Inc Class A

4.18
178,471,463
Financial Services

Alphabet Inc Class A

3.39
144,658,048
Communication Services

Eli Lilly and Co

3.28
140,056,769
Healthcare

Broadcom Inc

2.85
121,573,758
Technology

Costco Wholesale Corp

2.44
104,103,451
Consumer Defensive