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Morningstar

Columbia Select Large Cap Equity C NSGCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.39  /  +0.93 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.10%
  • Turnover 61%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NSGCX

Will NSGCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NSGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSGCX 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 NSGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by David Carey
Published on

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Portfolio Holdings NSGCX

More NSGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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