Columbia Select Large Cap Growth Fund Institutional 3 Class (CCWRX)

18.20
Net Asset Value
-0.49%
1 Day
+5.45%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.67%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances- the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks of U.S. and foreign companies that have market capitalizations- at the time of purchase- in the range of companies in the Russell 1000 Growth Index (the index).

Performance

1 month+3.16% 3 years+10.99%
3 months+5.54% 5 years+17.06%
1 year+21.97% Since inception+18.01%
Data through --

Peer Comparisonvs. Large growth

 CCWRXCategory
Performance 5-yr return+17.06%+13.81%
Expense ratio0.67%1.10%
Risk 5 year sharpe ratio1.011.17
Net assets$4.0B$3.6B
Average market cap$71.5B$154.1B
Average P/E38.826.8
Portfolio turnover44%44%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureThomas Galvin / 15 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock89.21%
International stock9.92%
Cash0.87%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FB Facebook4.85%
AMZN Amazon4.71%
BABA Alibaba Group Holding Ltd4.12%
PYPL PayPal Holdings Inc4.06%
CRM Salesforce.com4.04%
V Visa3.94%
NVDA NVIDIA Corp3.84%
BKNG Priceline3.83%
ADBE Adobe3.53%
ATVI Activision Blizzard Inc3.39%