Mutual Funds - Profile

Columbia Select 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 starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The research team looks to identify financially strong companies demonstrating accelerated earnings than the broader economy.

The team narrows the investable universe to companies exhibiting superior growth potential.

The focused portfolio holds approximately 25 to 35 securities with no more than a 5% weight for an individual holding.

The fund may from time to More

Price

  • Last Close
  • $16.28
    +0.09
  • 52 Week HL
  • $16.38 - $12.03
  • Net Assets
  • $2220 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 30, 2021

Company Holding
Visa Inc 4.71
Amazon Com 4.62
Facebook Inc 4.60
NVIDIA Corporation 4.38
ServiceNow Inc 4.31
Company Holding
Nike Inc 4.26
Booking Holdings 4.25
Adobe Inc 3.78
PayPal Holdings 3.25
Intuit Inc 3.38
Total 41.54%

Manager

  • Name
  • Thomas M. Galvin
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-1.2 % YTD

  • 3 Year
  • 20.18%
  • 5 Year
  • 40.64%
  • Best
  • 39.27%
    2013
  • Worst
  • -8.31%
    2016

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CCWRX 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 -2.5% -15.5% 21.4% 5.6% 15.6% -11.7% 5.7% -0.1% 11.4% - -
Q2 -3.5% 21.5% -12.9% 8% 7.4% 5.3% 2.6% -6.9% -0.3% -100% -
Q3 5.1% 15.5% -6.6% 6.9% 3.7% 7.8% -9.1% 2.8% 18.1% -100% -
Q4 - -0.5% 2.3% -20.6% 5% -8.5% 9.8% 4.1% 6% 7% -

Returns +
M

J F M A M J J A S O N D
2021 -3.8% 3% -1.6% 5.9% -1.5% -7.5% 1.7% 2.5% 0.8% - - -
2020 0.5% -4.2% -12.2% 15.3% 8.8% -3.2% 8% 8.7% -1.7% -1.1% 10.7% -9.1%

Annual Return

Index Comparison

Alpha

NAV