Columbia Large Cap Growth Opportunity Fund Institutional Class
NFEPX
NASDAQ
| Weiss Ratings | NFEPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | NFEPX-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 | NFEPX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Large Cap Growth Opportunity Fund Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 31, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | NFEPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | NFEPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.60% | |||
| Asset Allocation | NFEPX-NASDAQ | Click to Compare |
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| Cash | 0.15% | |||
| Stock | 99.85% | |||
| U.S. Stock | 99.39% | |||
| Non-U.S. Stock | 0.46% | |||
| 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 | NFEPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.45% | |||
| 30-Day Total Return | 1.34% | |||
| 60-Day Total Return | 8.33% | |||
| 90-Day Total Return | 13.25% | |||
| Year to Date Total Return | 8.87% | |||
| 1-Year Total Return | 16.72% | |||
| 2-Year Total Return | 51.08% | |||
| 3-Year Total Return | 62.97% | |||
| 5-Year Total Return | 67.91% | |||
| Price | NFEPX-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 | NFEPX-NASDAQ | Click to Compare |
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| Nav | $21.84 | |||
| 1-Month Low NAV | $21.33 | |||
| 1-Month High NAV | $21.97 | |||
| 52-Week Low NAV | $16.40 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.97 | |||
| 52-Week High Price (Date) | Aug 14, 2025 | |||
| Beta / Standard Deviation | NFEPX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 18.87 | |||
| Balance Sheet | NFEPX-NASDAQ | Click to Compare |
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| Total Assets | 1.30B | |||
| Operating Ratios | NFEPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.80% | |||
| Turnover Ratio | 35.00% | |||
| Performance | NFEPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.98% | |||
| Last Bear Market Total Return | -19.50% | |||