| 17.94 Net Asset Value | +0.06% 1 Day | +3.64% 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 | +3.76% | 3 years | +14.07% | |
| 3 months | +6.87% | 5 years | +23.46% | |
| 1 year | +30.84% | Since inception | +7.58% |
| NFECX | Category | |
|---|---|---|
| Performance 5-yr return | +23.46% | +19.01% |
| Expense ratio | 1.93% | 1.25% |
| Risk 5 year sharpe ratio | 1.28 | 1.38 |
| Net assets | $1.2B | $2.6B |
| Average market cap | $71.4B | $65.2B |
| Average P/E | 26.8 | 24.7 |
| 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 | 90.50% |
| International stock | 9.50% |
| Fixed income | 0.00% |
| Cash | 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% |
| GILD Gilead Sciences Inc | 8.17% |
| BIIB Biogen Idec Inc | 8.11% |
| GOOG Google, Inc. Class A | 8.08% |
| V Visa, Inc. Class A | 5.97% |
| MON Monsanto Company | 5.93% |
| WYNN Wynn Resorts Ltd | 4.13% |
| -- Canadian Pacific Railway Ltd | 4.10% |
| PCLN priceline.com Incorporated | 4.04% |
| CELG Celgene Corporation | 3.70% |
| HOT Starwood Hotels & Resorts Worldwide Inc | 3.65% |
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