Columbia Select Large Cap Equity Fund Institutional Class (NSEPX)

14.94
Net Asset Value
+1.49%
1 Day
+3.11%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.95%
Expense Ratio
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- convertible securities- warrants and rights and may invest in exchange-traded funds.

Performance

1 month-2.86% 3 years+12.39%
3 months+5.90% 5 years+15.13%
1 year+21.07% Since inception+7.38%
Data through --

Peer Comparisonvs. Large blend

 NSEPXCategory
Performance 5-yr return+15.13%+14.24%
Expense ratio0.95%0.98%
Risk 5 year sharpe ratio1.561.37
Net assets$697.1M$5.6B
Average market cap$107.3B$126.0B
Average P/E24.623.7
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePeter Santoro / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock93.69%
Cash3.38%
International stock2.93%
Fixed income0.00%
Other0.00%
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
AAPL Apple4.47%
MSFT Microsoft4.25%
AMZN Amazon3.65%
JPM JPMorgan Chase3.49%
BRKB Berkshire Hathaway3.38%
JNJ Johnson & Johnson3.14%
FB Facebook2.90%
GOOG Google2.82%
PFE Pfizer2.49%
WMT Wal-Mart2.34%