Mutual Funds - Profile

Columbia Large Cap Growth Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight companies exhibiting above-average earnings growth potential not yet recognized by investors. The team aims to capitalize on the market’s misperceptions of growth potential.

The research team uses fundamental analysis to identify companies with expanding market opportunities, sustainable competitive advantages, free-cash-flow generation and the potential to accelerate returns on invested capital.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the consumer discretionary More

Price

  • Last Close
  • $66.33
    -0.33
  • 52 Week HL
  • $71.13 - $49.19
  • Net Assets
  • $5466 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Apple Inc 7.70
Amazon Com 7.31
Microsoft Corporation 7.03
Facebook Inc 4.13
Alphabet Inc 3.73
Company Holding
Visa Inc 3.19
NVIDIA Corporation 2.92
PayPal Holdings 2.67
Alphabet Inc 2.52
Eli Lilly 2.19
Total 43.39%

Manager

  • Name
  • Melda Mergen
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
16.4 % YTD

  • 3 Year
  • 47.54%
  • 5 Year
  • 114.02%
  • Best
  • 27.98%
    2017
  • Worst
  • -3.89%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CCGRX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.2% -12.9% 16.6% 2.8% 9.6% -4% 6.9% 0.7% 8.3% - -
Q2 12.9% 26.4% 3.7% 7.1% 6.8% 0.3% 1.6% 5.4% 2% -100% -
Q3 0.2% 9.2% -0.8% 7.9% 4.8% 6.3% -8% 1.1% 7.8% -100% -
Q4 -1.2% -0.5% 3% -17.7% 4.1% -1.2% 9.4% 6.5% 4% 4% -

Returns +
M

J F M A M J J A S O N D
2021 -0.3% 2.2% 2.3% 7% -1.1% 6.7% 3.1% 3.7% -6.4% -1.2% - -
2020 2.3% -6.9% -8.5% 14% 5.2% 5.4% 6.1% 7.8% -4.5% -2.2% 10.3% -7.8%

Annual Return

Index Comparison

Alpha

NAV