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Columbia Select Large Cap Equity Fund W (CLCWX)

12.19
Net Asset Value
-0.16%
1 Day
+5.91%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
1.24%
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+0.74% 3 years+10.91%
3 months+3.43% 5 years+14.73%
1 year+12.14% Since inception+13.02%
Data through --

Peer Comparisonvs. Large blend

 CLCWXCategory
Performance 5-yr return+14.73%+10.10%
Expense ratio1.24%1.03%
Risk 5 year sharpe ratio0.990.92
Net assets$580.7M$4.1B
Average market cap$72.5B$106.3B
Average P/E20.720.4
Portfolio turnover102%102%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePeter Santoro / 12 Years
Minimal initial investment$500.00
Minimum IRA investment--

Holdings

U.S. stock92.45%
Cash3.55%
International stock2.55%
Other1.45%
Fixed income0.00%
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
MSFT Microsoft3.45%
XOM Exxon Mobil3.16%
BRKB Berkshire Hathaway2.77%
JPM JPMorgan Chase2.76%
CMCSA Comcast2.60%
AMZN Amazon2.52%
HD Home Depot2.32%
PM Philip Morris2.29%
PEP Pepsi2.29%
MDT Medtronic PLC2.27%

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