Columbia Select Large Cap Equity Fund Z (NSEPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks, preferred stocks and convertible securities such as warrants and rights and may invest in exchange-traded funds.


1 month-4.22% 3 years+17.86%
3 months-2.08% 5 years+13.02%
1 year+10.58% Since inception+5.94%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.02%+14.10%
Expense ratio1.00%1.15%
Risk 5 year sharpe ratio1.041.03
Net assets$513.1M$3.5B
Average market cap$63.4B$97.7B
Average P/E19.218.0
Portfolio turnover184%184%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureCraig Leopold / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock95.86%
International stock2.01%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 16.76%
Energy 13.00%
Consumer goods 11.26%
Healthcare 10.44%
Hardware 10.24%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft Corp3.30%
IBM International Business Machines Corp3.01%
AAPL Apple Inc3.00%
VZ Verizon Communications Inc2.87%
PG Procter & Gamble Co2.80%
WFC Wells Fargo & Co2.55%
BAC Bank of America Corporation2.50%
CVX Chevron Corp2.49%
JPM JPMorgan Chase & Co2.42%
MRK Merck & Co Inc2.41%

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