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| 21.10 Net Asset Value | -1.17% 1 Day | +21.26% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.93% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +3.08% | 3 years | +12.24% | |
| 3 months | +6.94% | 5 years | +16.94% | |
| 1 year | +30.48% | Since inception | +7.28% |
| NFECX | Category | |
|---|---|---|
| Performance 5-yr return | +16.94% | +10.66% |
| Expense ratio | 1.93% | 1.26% |
| Risk 5 year sharpe ratio | 1.00 | 1.13 |
| Net assets | $1.2B | $2.4B |
| Average market cap | $63.7B | $59.8B |
| Average P/E | 23.3 | 23.3 |
| 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 |
| U.S. stock | 87.25% |
| International stock | 11.04% |
| Cash | 1.68% |
| Other | 0.03% |
| Fixed income | 0.00% |
| Industrial materials | 27.31% |
| Financial service | 17.62% |
| Consumer service | 15.61% |
| Consumer goods | 10.04% |
| Business service | 8.90% |
| GILD Gilead Sciences Inc | 7.06% |
| BIIB Biogen Idec Inc | 5.95% |
| V Visa, Inc. Class A | 5.14% |
| MON Monsanto Company | 5.00% |
| GOOG Google, Inc. Class A | 4.49% |
| AIG American International Group Inc | 4.31% |
| TJX TJX Companies | 3.91% |
| SLB Schlumberger NV | 3.86% |
| C Citigroup Inc | 3.81% |
| WYNN Wynn Resorts Ltd | 3.78% |
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