Columbia Select Large Cap Growth Fund Class R5 Shares (CGTRX)

19.07
Net Asset Value
+0.16%
1 Day
-2.70%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.72%
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). It may invest directly in foreign securities or indirectly through depositary receipts.

Performance

1 month-7.56% 3 years--
3 months-4.32% 5 years--
1 year+27.95% Since inception+36.73%
Data through --

Peer Comparisonvs. Large growth

 CGTRXCategory
Performance 5-yr return--+20.22%
Expense ratio0.72%1.24%
Risk 5 year sharpe ratio1.241.26
Net assets$6.9B$2.5B
Average market cap$39.6B$67.2B
Average P/E34.624.1
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureThomas Galvin / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock91.22%
International stock5.47%
Cash3.31%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
PCLN priceline.com Incorporated4.71%
TSLA Tesla Motors, Inc.4.08%
KORS Michael Kors Holdings Ltd3.81%
FAST Fastenal Company3.76%
VMW VMware, Inc.3.66%
CRM Salesforce.com, Inc.3.63%
RHT Red Hat, Inc.3.61%
GOOGL Google Inc Class A3.51%
PCP Precision Castparts Corp.3.37%
FTI FMC Technologies, Inc.3.29%

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