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.
Columbia Select Large Cap Equity A NSGAX
- NAV / 1-Day Return 20.70 / +0.10 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- 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 0.63%
- Turnover 55%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.36 | 118.9 Mil | Technology |
Apple Inc | 5.35 | 76.1 Mil | Technology |
NVIDIA Corp | 5.17 | 73.5 Mil | Technology |
Amazon.com Inc | 5.02 | 71.4 Mil | Consumer Cyclical |
Alphabet Inc Class C | 4.59 | 65.3 Mil | Communication Services |
Meta Platforms Inc Class A | 3.57 | 50.7 Mil | Communication Services |
Mastercard Inc Class A | 2.74 | 39.0 Mil | Financial Services |
Eli Lilly and Co | 2.42 | 34.3 Mil | Healthcare |
Exxon Mobil Corp | 2.32 | 33.0 Mil | Energy |
Bank of America Corp | 2.13 | 30.2 Mil | Financial Services |