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Columbia Large Cap Growth Fund III Advisor Class (CSFRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
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.


1 month+1.46% 3 years+10.38%
3 months+4.28% 5 years+15.58%
1 year+27.08% Since inception+16.41%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.58%+13.70%
Expense ratio0.86%1.12%
Risk 5 year sharpe ratio1.311.35
Net assets$1.8B$3.5B
Average market cap$91.4B$123.0B
Average P/E25.527.6
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--


U.S. stock94.94%
International stock3.85%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.43%
GOOGL Google5.36%
AAPL Apple5.36%
AMZN Amazon4.85%
FB Facebook4.27%
V Visa3.65%
HON Honeywell2.11%
FDX FedEx2.00%
AVGO Broadcom Ltd1.76%