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Morningstar

Columbia Select Large Cap Growth Inst UMLGX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.14  /  −0.33 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • 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 —
  • Turnover 26%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis UMLGX

Will UMLGX 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 UMLGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UMLGX 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 UMLGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UMLGX

More UMLGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.02 74.2 Mil
Technology

Amazon.com Inc

5.32 65.5 Mil
Consumer Cyclical

Microsoft Corp

4.87 60.0 Mil
Technology

CoStar Group Inc

3.80 46.8 Mil
Real Estate

Visa Inc Class A

3.72 45.8 Mil
Financial Services

Intuitive Surgical Inc

3.69 45.5 Mil
Healthcare

Eli Lilly and Co

3.61 44.5 Mil
Healthcare

Chipotle Mexican Grill Inc

3.57 44.0 Mil
Consumer Cyclical

ServiceNow Inc

3.41 42.0 Mil
Technology

Booking Holdings Inc

3.17 39.1 Mil
Consumer Cyclical