Nasdaq - Delayed Quote USD
Columbia Select Large Cap Equity Fund (NSGCX)
At close: 6:45 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Commonwealth Universe
- ADP Access
- Mid Atlantic Capital Group
- ADP Access Open Fund Architecture
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks, preferred stocks and convertible securities and may invest in exchange-traded funds.
Fund Overview
| Category | Large Blend |
| Fund Family | Columbia Threadneedle |
| Net Assets | 1.53B |
| YTD Return | 19.34% |
| Yield | 0.10% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2024 |
Performance & Risk
| YTD Return | 21.21% |
| 5y Average Return | 15.01% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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