On June 18, 2026, Columbia Threadneedle announced that Columbia Large Cap Growth Opportunity will merge into Columbia Cornerstone Growth. The merger is expected to take place on or about Nov. 20, 2026, and should qualify as a tax-free reorganization. The announcement doesn’t come as a surprise. The two strategies, both run by Tiffany Wade and Michael Guttag, have become more similar since Wade and Guttag became managers on Columbia Large Cap Growth Opportunity in January 2024. As of April 2026, the two portfolios had more than 94% of their assets in common, which was much greater than the roughly 60% overlap the two portfolios had when the managers started there. As such, investors in Columbia Large Cap Growth Opportunities should have a similar experience here once the funds merge. Both strategies’ Average People and Process ratings remain intact.
Columbia Large Cap Growth Opportunity Fund Class S NFEDX
- NAV / 1-Day Return 23.88 / +1.27 %
- Total Assets 1.3B
-
Adj. Expense Ratio
0.760%
- Expense Ratio 0.800%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 53%
USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NFEDX
Will NFEDX outperform in the 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 61.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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