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Columbia Select Large Cap Growth R URLGX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 6.05  /  +0.67 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 26%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:20 PM GMT+0

Morningstar’s Analysis URLGX

Will URLGX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Columbia Select Large Cap Growth R to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings URLGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.26 70.9 Mil
Technology

Amazon.com Inc

5.61 63.6 Mil
Consumer Cyclical

Microsoft Corp

4.90 55.5 Mil
Technology

CoStar Group Inc

3.91 44.4 Mil
Real Estate

Eli Lilly and Co

3.83 43.4 Mil
Healthcare

Visa Inc Class A

3.79 42.9 Mil
Financial Services

Intuitive Surgical Inc

3.73 42.3 Mil
Healthcare

Chipotle Mexican Grill Inc

3.55 40.3 Mil
Consumer Cyclical

ServiceNow Inc

3.37 38.2 Mil
Technology

Booking Holdings Inc

3.28 37.2 Mil
Consumer Cyclical