Columbia Select Large Cap Growth Inst holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Columbia Select Large Cap Growth Fund Institutional Class UMLGX
- NAV / 1-Day Return 7.57 / −1.30 %
- Total Assets 509.5M
-
Adj. Expense Ratio
0.800%
- Expense Ratio 0.780%
- 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 39%
USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis UMLGX
Will UMLGX outperform in the 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 54.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.49 | 72M | Technology |
Alphabet Inc Class A | 5.84 | 31M | Communication Services |
Applied Materials Inc | 5.77 | 31M | Technology |
Microsoft Corp | 5.38 | 29M | Technology |
Broadcom Inc | 5.00 | 27M | Technology |
Apple Inc | 4.97 | 26M | Technology |
Eli Lilly and Co | 3.72 | 20M | Healthcare |
Amazon.com Inc | 3.57 | 19M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.54 | 19M | Communication Services |
Advanced Micro Devices Inc | 3.01 | 16M | Technology |
United States