Columbia Large Cap Growth Fund Class R
CGWRX
NASDAQ
| Weiss Ratings | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Melda Mergen (5), Tiffany Wade (4), Michael Guttag (1) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Large Cap Growth Fund Class R | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 27, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.48% | |||
| Asset Allocation | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.47% | |||
| 30-Day Total Return | -7.58% | |||
| 60-Day Total Return | -11.56% | |||
| 90-Day Total Return | -10.37% | |||
| Year to Date Total Return | -8.46% | |||
| 1-Year Total Return | 8.16% | |||
| 2-Year Total Return | 57.21% | |||
| 3-Year Total Return | 27.74% | |||
| 5-Year Total Return | 135.00% | |||
| Price | CGWRX-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 | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $63.15 | |||
| 1-Month Low NAV | $61.49 | |||
| 1-Month High NAV | $68.15 | |||
| 52-Week Low NAV | $58.27 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $75.02 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.08 | |||
| Standard Deviation | 19.87 | |||
| Balance Sheet | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.88B | |||
| Operating Ratios | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.23% | |||
| Turnover Ratio | 39.00% | |||
| Performance | CGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.52% | |||
| Last Bear Market Total Return | -22.14% | |||
