Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX)

14.72
Net Asset Value
+0.07%
1 Day
-1.08%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.88%
Expense Ratio
Average
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 equity securities of companies that have market capitalizations- at the time of purchase- in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks- preferred stocks- convertible securities- warrants and rights and may invest in exchange-traded funds.

Performance

1 month+1.53% 3 years+11.25%
3 months+4.15% 5 years+13.89%
1 year+14.54% Since inception+15.41%
Data through --

Peer Comparisonvs. Large blend

 CLCRXCategory
Performance 5-yr return+13.89%+11.72%
Expense ratio0.88%0.95%
Risk 5 year sharpe ratio1.231.07
Net assets$639.8M$5.7B
Average market cap$118.0B$152.3B
Average P/E20.220.6
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePeter Santoro / 13 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock93.31%
International stock3.63%
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
AAPL Apple5.27%
MSFT Microsoft4.89%
AMZN Amazon4.09%
JPM JPMorgan Chase3.30%
GOOG Google3.15%
JNJ Johnson & Johnson3.02%
BRKB Berkshire Hathaway2.94%
FB Facebook2.94%
PFE Pfizer2.66%
BAC Bank of America2.60%