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Columbia Select Large Cap Equity Inst NSEPX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 17.29  /  0.35 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.00%
  • Turnover 55%

Morningstar’s Analysis NSEPX

Will NSEPX 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 Select Large Cap Equity’s managers have more to prove, and their investment approach isn’t differentiated. All share classes and its separate account earn Morningstar Analyst Ratings of Neutral.

Rated on Published on

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Portfolio Holdings NSEPX

  • Current Portfolio Date
  • Equity Holdings 51
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 39.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.64
99,871,750
Technology
6.21
81,110,994
Technology
5.57
72,795,637
Communication Services
4.80
62,672,687
Consumer Cyclical
3.80
49,674,327
Technology
2.53
33,046,274
Financial Services
2.43
31,776,768
Energy
2.27
29,702,292
Technology
2.18
28,515,253
Healthcare
2.09
27,300,894
Consumer Defensive