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Columbia Select Large Cap Growth Fund Class Retirement (URLGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
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 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).


1 month+1.07% 3 years+15.34%
3 months-7.31% 5 years+13.82%
1 year+4.68% Since inception+9.04%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.82%+12.64%
Expense ratio1.35%1.20%
Risk 5 year sharpe ratio1.010.98
Net assets$6.9B$2.6B
Average market cap$43.1B$76.7B
Average P/E38.420.6
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--


U.S. stock84.47%
International stock12.06%
Fixed income0.00%
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
MNST Monster Beverage Corp4.82%
ALXN Alexion Pharmaceuticals Inc4.75%
V Visa4.36%
VRTX Vertex Pharmaceuticals Inc4.12%
BMY Bristol-Myers Squibb4.06%
NKE Nike4.00%
LNKD LinkedIn3.55%
FB Facebook3.53%
AMZN Amazon3.49%
ILMN Illumina Inc3.47%

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