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Columbia Large Cap Growth Fund III Class R4 (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-0.31% 3 years+7.96%
3 months+0.94% 5 years--
1 year+5.89% Since inception+14.68%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return--+14.98%
Expense ratio0.97%1.17%
Risk 5 year sharpe ratio1.111.16
Net assets$584.4M$2.9B
Average market cap$66.7B$90.5B
Average P/E26.325.8
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureJohn Wilson / 0 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock95.02%
International stock3.56%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
GOOGL Google5.37%
AMZN Amazon4.06%
FB Facebook3.90%
MSFT Microsoft3.82%
AAPL Apple3.38%
CMCSA Comcast2.86%
V Visa2.81%
PEP Pepsi2.41%
EA Electronic Arts Inc2.19%
CRM Salesforce.com2.08%