Columbia Large Cap Growth Fund III Class A (NFEAX)

18.24
Net Asset Value
-0.22%
1 Day
+4.05%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.11%
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-0.92% 3 years+10.27%
3 months+5.58% 5 years+14.68%
1 year+23.83% Since inception+8.97%
Data through --

Peer Comparisonvs. Large growth

 NFEAXCategory
Performance 5-yr return+14.68%+15.29%
Expense ratio1.11%1.11%
Risk 5 year sharpe ratio1.311.37
Net assets$1.8B$3.7B
Average market cap$92.7B$144.1B
Average P/E25.828.7
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$1,000.00

Holdings

U.S. stock95.31%
International stock3.66%
Cash1.03%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 27.31%
Financial service 17.62%
Consumer service 15.61%
Consumer goods 10.04%
Business service 8.90%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.52%
AAPL Apple5.30%
GOOGL Google5.11%
AMZN Amazon5.07%
FB Facebook4.14%
V Visa2.64%
HON Honeywell2.21%
FDX FedEx2.19%
ADBE Adobe1.94%
NVDA NVIDIA Corp1.87%