Columbia Select Large Cap Growth Fund Institutional 3 Class CCWRX

Morningstar Medalist Rating
  • NAV / 1-Day Return$9.59  /  −0.83%
  • Fund Size$444.2M
  • Adjusted Expense Ratio0.650%
  • Net Expense Ratio0.670%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio39%

Morningstar’s Analysis CCWRX

Will CCWRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Select Large Cap Growth Inst3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings CCWRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings58.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.1382M
Technology

Microsoft Corp

7.3437M
Technology

Alphabet Inc Class A

5.6629M
Communication Services

Apple Inc

5.4428M
Technology

Broadcom Inc

4.7724M
Technology

Applied Materials Inc

4.2822M
Technology

Meta Platforms Inc Class A

4.1221M
Communication Services

Eli Lilly and Co

3.6919M
Healthcare

Advanced Micro Devices Inc

3.3217M
Technology

Visa Inc Class A

3.2717M
Financial Services

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