Mutual Funds - Profile

Columbia Large Cap Growth Fund III

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 strives to capture alpha (excess return to its benchmark) from irrational behavior of investors and managing exposure to environmental, social and governance risk.

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

The fund has More

Price

  • Last Close
  • $27.62
    -0.31
  • 52 Week HL
  • $29.24 - $21.04
  • Net Assets
  • $1950 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Microsoft Corporation 9.21
Amazon Com 6.93
Apple Inc 5.54
Alphabet Inc 5.20
Mastercard Incorporated 3.90
Company Holding
NVIDIA Corporation 3.77
PayPal Holdings 3.30
Facebook Inc 2.96
Adobe Inc 2.82
Intuit Inc 2.62
Total 46.25%

Manager

  • Name
  • Nadia Grant
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
10.2 % YTD

  • 3 Year
  • 65.36%
  • 5 Year
  • 104.24%
  • Best
  • 27.89%
    2017
  • Worst
  • -4.13%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CSFRX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 16%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% -13.5% 16.7% 2.6% 9.4% -3.7% 2.7% -1.3% 11.3% - -
Q2 1.3% 21.1% 1.7% 7% 6.9% 0.3% 1.4% -1.1% -1.6% -100% -
Q3 6.2% 13.2% -0.8% 8% 4.8% 6.2% -8.8% 4.3% 6% -100% -
Q4 - 5.9% 4.1% -17.8% 4% -1% 8.8% 1.9% -9.2% -9.9% -

Returns +
M

J F M A M J J A S O N D
2021 -0.2% 2.5% 0.3% 6.7% -2% -3.2% 3% 2.5% 0.5% - - -
2020 2% -6.7% -9.1% 14.8% 5.3% 0.2% 7.3% 10.3% -4.3% -3.4% 10.8% -1%

Annual Return

Index Comparison

Alpha

NAV