Columbia Large Cap Growth Opportunity is in new hands with an uninspiring process, making it a mediocre offering.
Columbia Large Cap Growth Opp A NFEAX
- NAV / 1-Day Return 15.36 / +1.12 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 100%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis NFEAX
Will NFEAX 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 57.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.58 | 158.2 Mil | Technology |
NVIDIA Corp | 9.61 | 120.8 Mil | Technology |
Amazon.com Inc | 6.73 | 84.6 Mil | Consumer Cyclical |
Alphabet Inc Class A | 5.89 | 74.0 Mil | Communication Services |
Apple Inc | 5.02 | 63.1 Mil | Technology |
Meta Platforms Inc Class A | 4.99 | 62.8 Mil | Communication Services |
Visa Inc Class A | 3.79 | 47.6 Mil | Financial Services |
Eli Lilly and Co | 3.71 | 46.6 Mil | Healthcare |
Costco Wholesale Corp | 2.48 | 31.2 Mil | Consumer Defensive |
Advanced Micro Devices Inc | 2.43 | 30.6 Mil | Technology |