|
|
| 16.67 Net Asset Value | -0.06% 1 Day | -3.70% 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 | -5.71% | 3 years | +11.00% | |
| 3 months | -4.36% | 5 years | +16.66% | |
| 1 year | +18.01% | Since inception | +7.21% |
| NFECX | Category | |
|---|---|---|
| Performance 5-yr return | +16.66% | +20.22% |
| Expense ratio | 1.93% | 1.24% |
| Risk 5 year sharpe ratio | 1.14 | 1.26 |
| Net assets | $1.1B | $2.5B |
| Average market cap | $71.5B | $67.2B |
| Average P/E | 29.0 | 24.1 |
| 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 / 16 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $1,000.00 |
| U.S. stock | 91.03% |
| International stock | 7.00% |
| Cash | 1.97% |
| 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% |
| BIIB Biogen Idec Inc | 8.12% |
| GILD Gilead Sciences Inc | 7.71% |
| GOOGL Google Inc Class A | 7.65% |
| V Visa, Inc. Class A | 5.76% |
| MON Monsanto Company | 5.63% |
| FB Facebook Inc Class A | 4.74% |
| PCLN priceline.com Incorporated | 4.43% |
| WYNN Wynn Resorts Ltd | 4.23% |
| SHW Sherwin-Williams Company | 4.19% |
| -- Canadian Pacific Railway Ltd | 3.91% |
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