Columbia Large Cap Growth Opportunity’s adequate team and tight risk controls don’t stand out in the competitive large-growth Morningstar Category and earn Average People and Average Process ratings.
Columbia Large Cap Growth Opportunity Fund Institutional Class NFEPX
- NAV / 1-Day Return 24.00 / −0.12 %
- Total Assets 1.3B
-
Adj. Expense Ratio
0.800%
- Expense Ratio 0.800%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 35%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NFEPX
Will NFEPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the NFEPX 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 NFEPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Broadcom Inc | 6.11 | 78M | Technology |
Amazon.com Inc | 5.50 | 70M | Consumer Cyclical |
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Eli Lilly and Co | 3.54 | 45M | Healthcare |
Visa Inc Class A | 3.00 | 38M | Financial Services |
Costco Wholesale Corp | 2.64 | 34M | Consumer Defensive |
United States