13.28 Net Asset Value | +0.23% 1 Day | +5.56% Year-to-Date | Overall Morningstar Rating |
Large growth Style or Category | No Load Sales Expenses | 1.86% Expense Ratio | Above Average Morningstar Risk Rating™ |
1 month | -1.99% | 3 years | +10.12% | |
3 months | -0.23% | 5 years | +13.46% | |
1 year | +23.41% | Since inception | +7.86% |
NFECX | Category | |
---|---|---|
Performance 5-yr return | +13.46% | +13.81% |
Expense ratio | 1.86% | 1.10% |
Risk 5 year sharpe ratio | 1.05 | 1.18 |
Net assets | $1.7B | $3.6B |
Average market cap | $96.0B | $149.6B |
Average P/E | 28.7 | 27.1 |
Portfolio turnover | 29% | 29% |
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Fund family | Columbia |
Fund manager & tenure | John Wilson / 2 Years |
Minimal initial investment | $2,000.00 |
Minimum IRA investment | $1,000.00 |
U.S. stock | 94.05% |
International stock | 5.36% |
Cash | 0.59% |
Fixed income | 0.00% |
Other | 0.00% |
Industrial materials | 27.31% |
Financial service | 17.62% |
Consumer service | 15.61% |
Consumer goods | 10.04% |
Business service | 8.90% |
AMZN Amazon | 6.35% |
MSFT Microsoft | 5.88% |
AAPL Apple | 5.40% |
GOOGL Google | 5.18% |
FB Facebook | 2.89% |
V Visa | 2.76% |
ADBE Adobe | 2.56% |
NVDA NVIDIA Corp | 2.27% |
FDX FedEx | 1.87% |
NOC Northrop Grumman | 1.84% |