Columbia Select Large Cap Growth Fund Institutional 2 Class (CGTRX)

18.24
Net Asset Value
-0.55%
1 Day
+6.73%
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).

Performance

1 month+1.11% 3 years+11.16%
3 months+9.73% 5 years+15.67%
1 year+28.99% Since inception+18.67%
Data through --

Peer Comparisonvs. Large growth

 CGTRXCategory
Performance 5-yr return+15.67%+15.29%
Expense ratio0.72%1.11%
Risk 5 year sharpe ratio1.061.37
Net assets$4.3B$3.7B
Average market cap$70.6B$144.1B
Average P/E37.128.7
Portfolio turnover35%35%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureThomas Galvin / 14 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock88.48%
International stock8.45%
Cash3.06%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AMZN Amazon4.85%
PCLN Priceline4.59%
FB Facebook4.06%
BABA Alibaba Group Holding Ltd4.04%
NVDA NVIDIA Corp3.66%
NKE Nike3.66%
ADBE Adobe3.57%
V Visa3.56%
CRM Salesforce.com3.48%
ATVI Activision Blizzard Inc3.46%