Columbia Large Cap Growth Opportunity Fund Institutional 3 Class
CLRYX
NASDAQ
Weiss Ratings | CLRYX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | CLRYX-NASDAQ | Click to Compare |
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Provider | Columbia Threadneedle | |||
Manager/Tenure (Years) | Michael Guttag (1), Tiffany Wade (1) | |||
Website | http://www.columbiathreadneedleus.com | |||
Fund Information | CLRYX-NASDAQ | Click to Compare |
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Fund Name | Columbia Large Cap Growth Opportunity Fund Institutional 3 Class | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Growth | |||
Inception Date | Mar 01, 2017 | |||
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 | CLRYX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | CLRYX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.59% | |||
Asset Allocation | CLRYX-NASDAQ | Click to Compare |
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Cash | 0.39% | |||
Stock | 99.61% | |||
U.S. Stock | 99.61% | |||
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 | CLRYX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.61% | |||
30-Day Total Return | 1.59% | |||
60-Day Total Return | 18.97% | |||
90-Day Total Return | 10.25% | |||
Year to Date Total Return | 0.24% | |||
1-Year Total Return | 7.01% | |||
2-Year Total Return | 39.75% | |||
3-Year Total Return | 67.82% | |||
5-Year Total Return | 79.26% | |||
Price | CLRYX-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 | CLRYX-NASDAQ | Click to Compare |
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Nav | $20.46 | |||
1-Month Low NAV | $20.21 | |||
1-Month High NAV | $21.30 | |||
52-Week Low NAV | $16.68 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $22.08 | |||
52-Week High Price (Date) | Dec 16, 2024 | |||
Beta / Standard Deviation | CLRYX-NASDAQ | Click to Compare |
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Beta | 1.01 | |||
Standard Deviation | 19.96 | |||
Balance Sheet | CLRYX-NASDAQ | Click to Compare |
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Total Assets | 1.21B | |||
Operating Ratios | CLRYX-NASDAQ | Click to Compare |
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Expense Ratio | 0.70% | |||
Turnover Ratio | 35.00% | |||
Performance | CLRYX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 21.06% | |||
Last Bear Market Total Return | -19.51% | |||