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Columbia Select Large Cap Equity Fund W (CLCWX)

11.09
Net Asset Value
+1.93%
1 Day
-11.07%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
1.26%
Expense Ratio
Below 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 and convertible securities such as warrants and rights and may invest in exchange-traded funds.

Performance

1 month-7.74% 3 years+13.38%
3 months-6.73% 5 years--
1 year+1.52% Since inception+15.26%
Data through --

Peer Comparisonvs. Large blend

 CLCWXCategory
Performance 5-yr return--+15.84%
Expense ratio1.26%1.10%
Risk 5 year sharpe ratio1.261.17
Net assets$579.1M$3.8B
Average market cap$69.2B$94.6B
Average P/E20.018.7
Portfolio turnover150%150%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePeter Santoro / 11 Years
Minimal initial investment$500.00
Minimum IRA investment--

Holdings

U.S. stock96.73%
International stock3.23%
Cash0.04%
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 Apple4.65%
MSFT Microsoft3.35%
JPM JPMorgan Chase3.25%
CVS CVS Caremark2.76%
MDT Medtronic PLC2.69%
BRKB Berkshire Hathaway2.65%
C Citigroup2.54%
HD Home Depot2.54%
CMCSA Comcast2.51%
WFC Wells Fargo2.41%

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