Columbia Select Large Cap Equity Fund Class T (CLCWX)

14.54
Net Asset Value
+1.11%
1 Day
-0.34%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
2.5
Sales Expenses
1.20%
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+1.70% 3 years+9.95%
3 months-6.93% 5 years+12.82%
1 year+12.70% Since inception+13.67%
Data through --

Peer Comparisonvs. Large blend

 CLCWXCategory
Performance 5-yr return+12.82%+11.72%
Expense ratio1.20%0.97%
Risk 5 year sharpe ratio1.261.11
Net assets$632.7M$5.3B
Average market cap$287.9B$125.1B
Average P/E21.121.5
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePeter Santoro / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock94.34%
Cash3.97%
International stock3.25%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 16.76%
Energy 13.00%
Consumer goods 11.26%
Healthcare 10.44%
Hardware 10.24%
Top 10 Holdings
Portfolio weighting
AAPL Apple5.00%
MSFT Microsoft4.55%
AMZN Amazon3.67%
JPM JPMorgan Chase3.43%
JNJ Johnson & Johnson3.25%
BRKB Berkshire Hathaway3.10%
GOOG Google3.03%
FB Facebook2.73%
BAC Bank of America2.72%
PFE Pfizer2.63%