B
Columbia Large Cap Growth Fund Institutional 3 Class CGFYX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CGFYX-NASDAQ Click to
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Rating B
Reward Index Good
Reward Grade B
Risk Index Fair
Risk Grade C-
Company Info CGFYX-NASDAQ Click to
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Provider Columbia Threadneedle
Manager/Tenure (Years) Melda Mergen (5), Tiffany Wade (4), Michael Guttag (1)
Website http://www.columbiathreadneedleus.com
Fund Information CGFYX-NASDAQ Click to
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Fund Name Columbia Large Cap Growth Fund Institutional 3 Class
Category Large Growth
Sub-Category US Equity Large Cap Growth
Prospectus Objective Growth
Inception Date Jul 15, 2009
Open/Closed To New Investors Open
Minimum Initial Investment 1,000,000.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares CGFYX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend CGFYX-NASDAQ Click to
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Dividend Yield (Forward) 0.48%
Asset Allocation CGFYX-NASDAQ Click to
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Cash 0.26%
Stock 99.74%
U.S. Stock 99.74%
Non-U.S. Stock 0.00%
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 CGFYX-NASDAQ Click to
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7-Day Total Return 0.49%
30-Day Total Return -7.52%
60-Day Total Return -11.47%
90-Day Total Return -10.24%
Year to Date Total Return -8.34%
1-Year Total Return 8.78%
2-Year Total Return 59.05%
3-Year Total Return 29.98%
5-Year Total Return 141.82%
Price CGFYX-NASDAQ Click to
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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 CGFYX-NASDAQ Click to
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Nav $70.87
1-Month Low NAV $68.99
1-Month High NAV $76.44
52-Week Low NAV $64.67
52-Week Low NAV (Date) Apr 19, 2024
52-Week High NAV $83.56
52-Week High Price (Date) Dec 04, 2024
Beta / Standard Deviation CGFYX-NASDAQ Click to
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Beta 1.08
Standard Deviation 19.86
Balance Sheet CGFYX-NASDAQ Click to
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Total Assets 5.88B
Operating Ratios CGFYX-NASDAQ Click to
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Expense Ratio 0.66%
Turnover Ratio 39.00%
Performance CGFYX-NASDAQ Click to
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Last Bull Market Total Return 22.92%
Last Bear Market Total Return -22.02%
Weiss Ratings