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Columbia Select Large Cap Equity A NSGAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.32  /  −0.09 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.62%
  • Turnover 61%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NSGAX

Will NSGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Columbia Select Large Cap Equity Adds an Associate Portfolio Manager; Ratings Unchanged

null David Carey

David Carey

Analyst Note

On Feb. 1, 2024, Columbia Select Large Cap Equity managers Melda Mergen and Tiffany Wade picked up new associate portfolio manager Michael Guttag. The strategy's pillar ratings and Morningstar Medalist Rating are unaffected.

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Portfolio Holdings NSGAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.14 118.6 Mil
Technology

NVIDIA Corp

6.70 97.7 Mil
Technology

Alphabet Inc Class C

5.67 82.6 Mil
Communication Services

Apple Inc

5.52 80.5 Mil
Technology

Amazon.com Inc

4.86 70.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.30 48.0 Mil
Communication Services

Mastercard Inc Class A

2.74 40.0 Mil
Financial Services

Eli Lilly and Co

2.55 37.2 Mil
Healthcare

Exxon Mobil Corp

2.52 36.8 Mil
Energy

Bank of America Corp

2.49 36.4 Mil
Financial Services