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Columbia Select Large Cap Growth R URLGX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 5.35  /  1.13 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 32%

Morningstar’s Analysis URLGX

Will URLGX outperform in future?

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

Summary

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An upgrade in its Process Pillar rating is the primary driver of Columbia Select Large Cap Growth R's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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