Columbia Large Cap Growth Fund III Advisor Class (CSFRX)

20.12
Net Asset Value
-1.03%
1 Day
+3.82%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.86%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies- primarily common stocks and securities that can be converted into common stocks. It invests primarily in common stocks of companies that the investment manager believes have the potential for long-term- above-average earnings growth. The fund may invest up to 20% of its total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.

Performance

1 month-2.75% 3 years+10.15%
3 months-2.42% 5 years+13.74%
1 year+20.92% Since inception+15.89%
Data through --

Peer Comparisonvs. Large growth

 CSFRXCategory
Performance 5-yr return+13.74%+13.81%
Expense ratio0.86%1.10%
Risk 5 year sharpe ratio1.131.18
Net assets$1.7B$3.6B
Average market cap$96.0B$149.6B
Average P/E28.727.1
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureJohn Wilson / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock94.05%
International stock5.36%
Cash0.59%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AMZN Amazon6.35%
MSFT Microsoft5.88%
AAPL Apple5.40%
GOOGL Google5.18%
FB Facebook2.89%
V Visa2.76%
ADBE Adobe2.56%
NVDA NVIDIA Corp2.27%
FDX FedEx1.87%
NOC Northrop Grumman1.84%