Nasdaq - Delayed Quote USD

Columbia Large Cap Growth Fund (LEGAX)

73.31 +1.70 (+2.37%)
At close: November 6 at 6:46 PM EST

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It may invest up to 20% of its total assets in foreign securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.52%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 7

Performance & Risk

YTD Return 28.61%
5y Average Return 18.18%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
LEGAXCategory AverageLEGAXCategory AverageLEGAXCategory Average
Alpha -2.11 0.03 1.64 0.04 0.9 0.01
BETA 1.12 0.01 1.05 0.01 1.08 0.01
Mean Annual Return 0.73 0.02 1.52 0.02 1.27 0.01
R-squared 88.48 0.89 89.27 0.87 89.13 0.87
Standard Deviation 20.53 0.2 20.12 0.16 17.43 0.15
Sharpe Ratio 0.24 0.01 0.78 0.01 0.78 0.01
Treynor Ratio 2.63 0.21 14.25 0.21 11.93 0.15

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