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Columbia Select Large Cap Growth Fund Class Retirement (URLGX)

17.74
Net Asset Value
+0.80%
1 Day
+5.53%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.35%
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). It may invest directly in foreign securities or indirectly through depositary receipts.

Performance

1 month+0.97% 3 years+22.45%
3 months+2.27% 5 years+18.83%
1 year+17.42% Since inception+9.77%
Data through --

Peer Comparisonvs. Large growth

 URLGXCategory
Performance 5-yr return+18.83%+16.96%
Expense ratio1.35%1.20%
Risk 5 year sharpe ratio1.141.23
Net assets$7.1B$2.7B
Average market cap$40.3B$76.4B
Average P/E33.621.4
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureThomas Galvin / 12 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock83.12%
International stock16.57%
Cash0.31%
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
BMY Bristol-Myers Squibb4.09%
ILMN Illumina Inc4.07%
VRTX Vertex Pharmaceuticals Inc4.00%
BIDU Baidu3.85%
ALXN Alexion Pharmaceuticals Inc3.71%
AMZN Amazon3.63%
NKE Nike3.61%
MNST Monster Beverage Corp3.49%
FB Facebook3.48%
V Visa3.38%