Morningstar

Columbia Select Large Cap Growth Fund Institutional 2 Class CGTRX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $9.60  /  +2.35 %
  • Fund Size $486.3M
  • Adjusted Expense Ratio 0.700%
  • Net Expense Ratio 0.720%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis CGTRX

Will CGTRX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGTRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CGTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CGTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Select Large Cap Growth Inst2 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CGTRX

More CGTRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.13 82M
Technology

Microsoft Corp

7.34 37M
Technology

Alphabet Inc Class A

5.66 29M
Communication Services

Apple Inc

5.44 28M
Technology

Broadcom Inc

4.77 24M
Technology

Applied Materials Inc

4.28 22M
Technology

Meta Platforms Inc Class A

4.12 21M
Communication Services

Eli Lilly and Co

3.69 19M
Healthcare

Advanced Micro Devices Inc

3.32 17M
Technology

Visa Inc Class A

3.27 17M
Financial Services

Sponsor Center