Columbia Large Cap Growth Opportunity Fund Institutional 2 Class
CADRX
NASDAQ
| Weiss Ratings | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Michael Guttag (1), Tiffany Wade (1) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Large Cap Growth Opportunity Fund Institutional 2 Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 11, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.55% | |||
| Asset Allocation | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.29% | |||
| Stock | 99.71% | |||
| U.S. Stock | 99.00% | |||
| Non-U.S. Stock | 0.71% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.42% | |||
| 30-Day Total Return | -1.65% | |||
| 60-Day Total Return | 2.31% | |||
| 90-Day Total Return | 7.78% | |||
| Year to Date Total Return | 16.50% | |||
| 1-Year Total Return | 15.35% | |||
| 2-Year Total Return | 53.34% | |||
| 3-Year Total Return | 78.64% | |||
| 5-Year Total Return | 67.27% | |||
| Price | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $25.62 | |||
| 1-Month Low NAV | $24.56 | |||
| 1-Month High NAV | $26.21 | |||
| 52-Week Low NAV | $17.94 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.27 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.21 | |||
| Standard Deviation | 16.95 | |||
| Balance Sheet | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.34B | |||
| Operating Ratios | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.74% | |||
| Turnover Ratio | 35.00% | |||
| Performance | CADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.02% | |||
| Last Bear Market Total Return | -19.55% | |||