| 20.25 Net Asset Value | +0.05% 1 Day | +16.92% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 2.13% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -3.39% | 3 years | +13.97% | |
| 3 months | +7.66% | 5 years | +4.88% | |
| 1 year | +18.98% | Since inception | +6.68% |
| NFEBX | Category | |
|---|---|---|
| Performance 5-yr return | +4.88% | +5.42% |
| Expense ratio | 2.13% | 1.28% |
| Risk 5 year sharpe ratio | 0.30 | 0.30 |
| Net assets | $1.6B | $2.1B |
| Average market cap | $64.9B | $45.3B |
| Average P/E | 22.6 | 19.9 |
| Portfolio turnover | 76% | 76% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Thomas Marsico / 15 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 27.31% |
| Financial service | 17.62% |
| Consumer service | 15.61% |
| Consumer goods | 10.04% |
| Business service | 8.90% |
| BIIB Biogen Idec Inc | 6.32% |
| GILD Gilead Sciences Inc | 5.76% |
| V Visa, Inc. | 4.33% |
| GOOG Google, Inc. Class A | 4.30% |
| WFC Wells Fargo & Co | 4.08% |
| MON Monsanto Company | 3.99% |
| HD Home Depot, Inc. | 3.61% |
| WYNN Wynn Resorts Ltd | 3.42% |
| BUD Anheuser-Busch Inbev SA ADR | 3.38% |
| BMY Bristol-Myers Squibb Company | 3.38% |
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