Nasdaq - Delayed Quote USD

Columbia Large Cap Growth Fund (LEGAX)

71.83 +0.10 (+0.14%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 71.73
  • YTD Return 24.49%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 65.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.83B
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.06
  • Inception Date Nov 8, 2012

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.

Columbia Threadneedle

Fund Family

Large Growth

Fund Category

5.83B

Net Assets

2012-11-08

Inception Date

Performance Overview: LEGAX

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Trailing returns as of 10/17/2024. Category is Large Growth.

YTD Return

LEGAX
24.49%
Category
12.38%
?

1-Year Return

LEGAX
42.82%
Category
41.70%
?

3-Year Return

LEGAX
9.86%
Category
22.56%
?

5-Year Return

LEGAX
18.40%
Category
21.98%
?

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Holdings: LEGAX

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Top 10 Holdings (61.15% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 11.06%
AAPL
Apple Inc. 10.91%
MSFT
Microsoft Corporation 10.59%
AMZN
Amazon.com, Inc. 7.02%
META
Meta Platforms, Inc. 5.82%
GOOG
Alphabet Inc. 3.99%
LLY
Eli Lilly and Company 3.43%
GOOGL
Alphabet Inc. 3.28%
V
Visa Inc. 2.61%
COST
Costco Wholesale Corporation 2.45%

Sector Weightings

Recent News: LEGAX

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Research Reports: LEGAX

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