Columbia Select Large Cap Growth's experienced team earns its cheapest share classes a Morningstar Analyst Rating upgrade to Bronze from Neutral under Morningstar's new methodology, despite its volatile approach; its pricier shares stay Neutral.
Columbia Select Large Cap Growth R URLGX
NAV / 1-Day Return
13.73
/
0.07
%
Total Assets
2.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.350%
Expense Ratio
1.350%
Fee Level
Above Average
Longest Manager Tenure
17.76
years
Category
US Fund Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
22%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will URLGX 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 URLGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the URLGX 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 URLGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A mixed bag.
