Columbia Select Large Cap Equity Fund Class C (NSGCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+0.07% 3 years+10.52%
3 months+0.96% 5 years+13.17%
1 year+18.61% Since inception+4.49%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.17%+14.24%
Expense ratio1.95%0.97%
Risk 5 year sharpe ratio1.321.23
Net assets$669.7M$5.4B
Average market cap$107.3B$153.3B
Average P/E24.620.7
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$1,000.00


U.S. stock93.69%
International stock2.93%
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
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%