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.
Columbia Select Large Cap Equity Inst3 CLEYX
- NAV / 1-Day Return 19.53 / +1.19 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.480%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.95%
- Turnover 55%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CLEYX
Will CLEYX outperform in 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 42.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.31 | 120.9 Mil | Technology |
NVIDIA Corp | 5.57 | 81.0 Mil | Technology |
Amazon.com Inc | 5.01 | 72.9 Mil | Consumer Cyclical |
Alphabet Inc Class C | 5.00 | 72.7 Mil | Communication Services |
Apple Inc | 4.96 | 72.2 Mil | Technology |
Meta Platforms Inc Class A | 3.45 | 50.3 Mil | Communication Services |
Mastercard Inc Class A | 2.72 | 39.6 Mil | Financial Services |
Exxon Mobil Corp | 2.52 | 36.7 Mil | Energy |
Eli Lilly and Co | 2.44 | 35.5 Mil | Healthcare |
Bank of America Corp | 2.28 | 33.2 Mil | Financial Services |