Columbia Large Cap Growth Fund Institutional 3 Class
CGFYX
NASDAQ
Weiss Ratings | CGFYX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Company Info | CGFYX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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Dividend Yield | 0.00% | |||
Dividend | CGFYX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.48% | |||
Asset Allocation | CGFYX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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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 Compare |
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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 Compare |
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Beta | 1.08 | |||
Standard Deviation | 19.86 | |||
Balance Sheet | CGFYX-NASDAQ | Click to Compare |
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Total Assets | 5.88B | |||
Operating Ratios | CGFYX-NASDAQ | Click to Compare |
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Expense Ratio | 0.66% | |||
Turnover Ratio | 39.00% | |||
Performance | CGFYX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 22.92% | |||
Last Bear Market Total Return | -22.02% | |||