Address And Details
P. O. Box 219104 , Kansas City, MO 64121-9104 | |
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Fund Manager | Melda Mergen |
Manager Tenure | 2 Years 6 Months |
Strategy And Objective
Columbia Large Cap Growth Fund (the Fund) seeks long-term capital appreciation. Under normal market conditions, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies have market capitalizations in the range of companies in the Russell 1000 Growth Index (the Index) at the time of purchase (between $706.7 million and $1.9 trillion as of October 31, 2020). The market capitalization range and composition of the companies in the Index are subject to change. The Fund invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The Fund may from time to time emphasize one or more sectors in selecting its investments, including the consumer discretionary sector and the information technology sector.
Equity Sector Breakdown
Technology | 51.67% | |
RetailTrade | 19.04% | |
IndustrialCyclical | 6.28% | |
Health | 6.11% | |
Finance | 4.57% | |
ConsumerDurables | 3.27% | |
Services | 3.27% | |
NonDurables | 3.00% | |
Energy | n/a | |
Utilities | n/a |
Asset Allocation
Asset Type | % Of Allocation | |
---|---|---|
Stocks | 98.74% | |
Cash | 0.00% | |
Bonds | 0.00% | |
Preferred | 0.00% | |
Convertible | 0.00% | |
Other | 0.00% | |
ForeignStocks | 0.00% | |
ForeignBonds | 0.00% | |
ForeignHedged | 0.00% |
Total Net Assets | 19.25 M |
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Risk Measures
Criteria | 3 Years | 5 Years | 10 Years |
---|---|---|---|
Alpha | 1.21 | 1.06 | n/a |
Beta | 1.04 | 1.06 | n/a |
R Squared | 0.91 | 0.91 | n/a |
Std Deviation | 20.25 | 18.29 | n/a |
Sharpe Ratio | 0.84 | 0.88 | n/a |
Purchase Information
as of 5:09 PM ET 05/20/2022Minimum Initial | $0 |
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Minimum Additional | $0 |
Minimum Initial IRA | $0 |
Performance
Timeframe | Average Annual Current Performance Monthly As Of 04/30/2022 | Average Annual Current Performance Quarterly As Of 03/31/2022 | Avg Annual Current Performance Monthly As Of 04/30/2022 | Avg Annual Current Performance Quarterly As Of 03/31/2022 |
---|---|---|---|---|
1 Year |
|
|
-8.13% | +11.50% |
3 Year |
|
|
+15.42% | +22.18% |
10 Year |
|
|
n/a | n/a |
Life Of Fund |
|
|
+15.66% | +17.37% |