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Columbia Select Large Cap Equity Fund R5 (CLCRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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 and convertible securities such as warrants and rights and may invest in exchange-traded funds.


1 month+0.94% 3 years+11.16%
3 months+6.87% 5 years--
1 year+0.87% Since inception+14.84%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return--+9.61%
Expense ratio0.86%1.06%
Risk 5 year sharpe ratio0.890.78
Net assets$515.9M$3.8B
Average market cap$76.5B$99.1B
Average P/E20.219.0
Portfolio turnover150%150%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePeter Santoro / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock93.07%
Fixed income1.45%
International stock1.31%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MSFT Microsoft4.04%
XOM Exxon Mobil2.92%
PM Philip Morris2.79%
JPM JPMorgan Chase2.78%
HD Home Depot2.75%
GOOG Google2.56%
CVS CVS Caremark2.48%
PEP Pepsi2.47%
BRKB Berkshire Hathaway2.46%
CMCSA Comcast2.44%

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