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Columbia Large Cap Growth Fund III Class B (NFEBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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. The fund is non-diversified.


1 month+2.99% 3 years+16.36%
3 months+9.62% 5 years+11.79%
1 year+2.57% Since inception+7.35%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+11.79%+12.64%
Expense ratio1.98%1.20%
Risk 5 year sharpe ratio0.901.01
Net assets$951.5M$2.6B
Average market cap$83.8B$80.8B
Average P/E26.525.1
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureThomas Marsico / 17 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock91.68%
International stock5.82%
Fixed income0.00%
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
FB Facebook8.21%
V Visa5.68%
NKE Nike5.65%
-- 5.20%
DIS Disney5.00%
SBUX Starbucks4.70%
SHW Sherwin-Williams Co4.59%
UNH UnitedHealth4.13%
HCA HCA Holdings Inc4.09%
SCHW Charles Schwab3.99%