Mutual Funds - Profile

Columbia Large Cap Enhanced Core Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to outperform total return performance of the benchmark index by investing in large-size companies in the United States.

The investment process utilizes fundamental analysis to identify companies that have the potential to outperform.

The research team uses sector- and industry-specific stock selection models to construct the portfolio. The team focuses on companies that deliver superior returns over the long term.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology sector.

More

Price

  • Last Close
  • $29.86
    -0.01
  • 52 Week HL
  • $31.34 - $22
  • Net Assets
  • $447 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Apple Inc 6.29
Microsoft Corporation 6.09
Alphabet Inc 4.44
Amazon Com 3.77
Facebook Inc 2.34
Company Holding
Johnson & Johnson 1.74
Mastercard Incorporated 1.61
Procter & 1.45
Intel Corporation 1.38
Abbott Laboratories 1.33
Total 30.44%

Manager

  • Name
  • Peter Albanese
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
12.4 % YTD

  • 3 Year
  • 43.67%
  • 5 Year
  • 78.91%
  • Best
  • 24.29%
    2017
  • Worst
  • -4.84%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CECFX 18%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 7.9% -20.4% 12.8% -0.4% 5.9% 0.3% - - - - -
Q2 2.4% 12.9% -1% 5.4% 3.3% 1.2% -100% - - - -
Q3 6.8% 7.4% -0.4% 7.8% 5.7% 4.2% -7.6% - - - -
Q4 - 9.8% 6.2% -14.4% 7.2% 3.9% 6.5% - - - -

Returns +
M

J F M A M J J A S O N D
2021 - 2.4% 5.3% 5% 1% -3.4% 2.7% 3.7% 0.2% -4.7% - -
2020 -0.2% -8.7% -12.6% 13.4% 4.6% -4.8% 4.8% 7.1% -4.4% -2.8% 10% 2.7%

Annual Return

Index Comparison

Alpha

NAV