Columbia Large Cap Growth Fund III Class C (NFECX)

13.11
Net Asset Value
+0.46%
1 Day
+4.21%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.86%
Expense Ratio
Above Average
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.

Performance

1 month+4.37% 3 years+11.09%
3 months+3.59% 5 years+13.79%
1 year+18.98% Since inception+8.00%
Data through --

Peer Comparisonvs. Large growth

 NFECXCategory
Performance 5-yr return+13.79%+13.81%
Expense ratio1.86%1.10%
Risk 5 year sharpe ratio1.001.17
Net assets$1.7B$3.6B
Average market cap$92.6B$157.2B
Average P/E26.226.5
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureJohn Wilson / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock93.48%
International stock5.81%
Cash0.71%
Fixed income0.00%
Other0.00%
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
MSFT Microsoft6.10%
AMZN Amazon5.59%
AAPL Apple5.24%
GOOGL Google5.00%
V Visa2.97%
FB Facebook2.91%
ADBE Adobe2.64%
NVDA NVIDIA Corp2.20%
FDX FedEx1.96%
COST Costco1.79%