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Nasdaq - Delayed Quote USD
Columbia Large Cap Growth R (CGWRX)
58.97
-3.50
(-5.60%)
At close: 8:00:20 PM EDT
Top 10 Holdings (63.20% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCGWRX
Technology 46.67%
Consumer Cyclical 15.61%
Communication Services 14.61%
Healthcare 8.70%
Financial Services 4.55%
Industrials 4.51%
Consumer Defensive 4.31%
Real Estate 1.04%
Basic Materials 0.00%
Utilities 0.00%
Energy 0.00%
Overall Portfolio Composition (%)
| Cash | 0.26% |
| Stocks | 99.74% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | CGWRX | Category Average |
|---|---|---|
| Price/Earnings | 0.03 | 34.82 |
| Price/Book | 0.1 | 8.34 |
| Price/Sales | 0.15 | 4.62 |
| Price/Cashflow | 0.04 | 23.95 |
| Median Market Cap | 719,614.75 | 310,214.47 |
| 3 Year Earnings Growth | 21.85 | 23.61 |
Bond Holdings
| Average | CGWRX | Category Average |
|---|---|---|
| Maturity | -- | 3.63 |
| Duration | 4.21 | 2.73 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -9.45% |
| 5y Average Return | 18.28% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Columbia Threadneedle |
| Net Assets | 5.88B |
| YTD Return | -1.22% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 27, 2010 |
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.
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