Columbia Select Large Cap Growth Fund Institutional Class (UMLGX)

17.79
Net Asset Value
-0.84%
1 Day
+7.62%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.81%
Expense Ratio
High
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 common stocks of U.S. and foreign companies that have market capitalizations- at the time of purchase- in the range of companies in the Russell 1000 Growth Index (the index).

Performance

1 month-2.97% 3 years+10.52%
3 months+1.64% 5 years+15.98%
1 year+28.68% Since inception+7.54%
Data through --

Peer Comparisonvs. Large growth

 UMLGXCategory
Performance 5-yr return+15.98%+13.81%
Expense ratio0.81%1.10%
Risk 5 year sharpe ratio0.961.18
Net assets$4.1B$3.6B
Average market cap$67.1B$149.6B
Average P/E38.827.1
Portfolio turnover35%35%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureThomas Galvin / 15 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock89.95%
International stock8.21%
Cash1.85%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 25.40%
Consumer service 12.58%
Hardware 12.11%
Telecommunication 11.56%
Energy 8.45%
Top 10 Holdings
Portfolio weighting
BKNG Priceline4.95%
AMZN Amazon4.75%
FB Facebook3.93%
PYPL PayPal Holdings Inc3.90%
ADBE Adobe3.79%
BABA Alibaba Group Holding Ltd3.73%
NVDA NVIDIA Corp3.66%
NKE Nike3.65%
CRM Salesforce.com3.60%
V Visa3.58%