Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Upgrade Now
Nasdaq - Delayed Quote USD

Columbia Large Cap Growth R (CGWRX)

58.97
-3.50
(-5.60%)
At close: 8:00:20 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.45%
5y Average Return 18.28%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 2, 2025) 43.18%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 43.18%
Worst 3Y Total Return 5.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGWRX
Category
YTD
-1.22%
12.38%
1-Month
-3.18%
5.09%
3-Month
-0.96%
10.28%
1-Year
18.39%
41.70%
3-Year
13.05%
22.56%
5-Year
17.76%
21.98%
10-Year
13.77%
15.99%
Last Bull Market
22.53%
25.99%
Last Bear Market
-22.15%
-17.29%

Annual Total Return (%) History

Year
CGWRX
Category
2025
--
--
2024
31.20%
--
2023
43.18%
--
2022
-32.36%
--
2021
28.41%
--
2020
33.72%
35.86%
2019
35.48%
31.90%
2018
-4.41%
-2.09%

2017
27.34%
27.67%
2016
0.57%
3.23%
2015
8.58%
3.60%
2014
13.61%
10.00%
2013
29.90%
33.92%
2012
19.75%
15.34%
2011
-3.27%
-2.46%
2010
--
15.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -11.03% -- -- --
2024 11.03% 9.66% 2.07% 5.57%
2023 13.48% 15.22% -4.49% 14.64%
2022 -10.05% -22.15% -5.38% 2.09%
2021 4.11% 12.76% 0.03% 9.34%
2020 -13.00% 26.27% 9.10% 11.57%
2019 16.43% 4.77% -0.12% 11.19%
2018 2.61% 4.45% 8.36% -17.69%
2017 9.44% 6.65% 4.68% 4.23%
2016 -4.06% 0.13% 6.14% -1.36%

2015 6.81% 1.50% -8.14% 9.03%
2014 0.60% 5.17% 1.02% 6.29%
2013 8.21% 1.06% 8.53% 9.45%
2012 17.08% -4.07% 8.04% -1.32%
2011 6.97% -0.32% -15.94% 7.92%
2010 12.60% -- -- --

Rank in Category (By Total Return)

YTD 65
1-Month 38
3-Month 30
1-Year 34
3-Year 40
5-Year 32

Load Adjusted Returns

1-Year 18.39%
3-Year 13.05%
5-Year 17.76%
10-Year 13.77%

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.

Related Tickers

DNSMX Driehaus Small Cap Growth Institutional
18.51
-6.94%
 
DVSMX Driehaus Small Cap Growth Investor
18.13
-6.93%
 
ATHAX American Century Heritage A
17.26
-6.60%
 
ATHYX American Century Heritage Y
24.92
-6.56%
 
ANOIX American Century Small Cap Growth Inv
18.69
-6.50%
 
BCSVX Brown Capital Management International Small Company Fund
23.14
-2.07%
 
BCSFX Brown Capital Management International Small Company Fund
23.70
-2.07%
 
CNFRX Columbia Bond Inst2
29.93
+0.84%
 
UMMDX Columbia Bond Fund - S
30.01
+0.84%
 
UMMGX Columbia Bond Fund
30.01
+0.84%
 
CBFYX Columbia Bond Inst3
30.07
+0.84%
 
CNPIX Consumer Staples UltraSector ProFund Inv
78.24
+0.81%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.93
+0.80%
 
RYGBX Rydex Government Long Bd 1.2x Strat Inv
108.96
+0.79%
 
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.92
+0.78%
 
CADOX Columbia Minnesota Tax-Exempt Inst2
19.46
+0.78%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
25.98
+0.78%
 
CNTYX Columbia Strat New York Muncpl Inc Inst3
26.00
+0.78%
 
CMNYX Columbia Minnesota Tax-Exempt Inst3
19.50
+0.78%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
19.47
+0.72%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
16.82
+0.72%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
16.83
+0.72%
 
PTIMX Performance Trust Municipal Bond Instl
22.57
+0.67%
 
AFVZX Applied Finance Select Institutional
20.31
-5.31%
 
CCAZX Columbia Strat CA Muncpl Inc Inst
26.84
+0.64%
 
CCXYX Columbia Strategic California Municipal Income Fund
26.98
+0.63%
 
JIMEX Johnson Institutional Intermediate Bd F
15.11
+0.60%
 
CLDRX Calvert Core Bond Income R6
15.90
+0.57%
 
CLDIX Calvert Core Bond I
15.91
+0.57%
 
VCOBX Vanguard Core Bond Fund
18.14
+0.55%
 
SIUPX Guggenheim Core Bond Fund P
16.49
+0.55%
 
CDHRX Calvert International Responsible Idx R6
30.43
-2.47%
 
CDHIX Calvert International Responsible Idx I
30.49
-2.46%
 
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
25.08
+0.52%
 
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.10
+0.52%
 
CLDAX Calvert Core Bond A
15.88
+0.51%
 
GIUSX Guggenheim Core Bond Fund Institutional
16.45
+0.49%
 
SIUSX Guggenheim Core Bond Fund A
16.47
+0.49%
 
GIBLX Guggenheim Total Return Bond P
23.97
+0.46%
 
GIBAX Guggenheim Total Return Bond A
23.98
+0.46%
 
GIBRX Guggenheim Total Return Bond R6
24.02
+0.46%
 
PTIAX Performance Trust Total Return Bd Inst
19.94
+0.45%
 
GIBIX Guggenheim Total Return Bond Instl
24.00
+0.42%
 
AIFRX abrdn Global Infrastructure Instl
24.13
+0.37%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
20.47
-1.87%
 
GMODX GMO Opportunistic Income Fund
24.45
+0.33%
 
CDSIX Calvert Short Duration Income Fund
15.86
+0.32%
 
CDSRX Calvert Short Duration Income R6
15.86
+0.32%
 
CPHUX Columbia Strategic Income Inst3
21.39
+0.28%
 
LSIZX Columbia Strategic Income Inst
21.47
+0.28%
 
CTIVX Columbia Strategic Income Inst2
21.49
+0.28%
 
VGCAX Vanguard Global Credit Bond Admiral
19.13
+0.26%
 
CSDAX Calvert Short Duration Income A
15.75
+0.25%
 
MGBIX AMG GW&K ESG Bond I
21.85
+0.23%
 
GILPX Guggenheim Limited Duration P
24.59
+0.20%
 
GILDX Guggenheim Limited Duration A
24.60
+0.20%
 
ARINX Archer Income
18.16
+0.17%
 
GIKRX Guggenheim Limited Duration R6
24.58
+0.16%
 
GILHX Guggenheim Limited Duration Instl
24.59
+0.16%
 
DREGX Driehaus Emerging Markets Growth Fund
36.18
-2.22%
 
INIIX VanEck International Investors Gold I
19.83
+0.15%
 
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.82
+0.13%
 
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.82
+0.13%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
GMOLX GMO Opportunistic Income Fund
24.39
+0.33%
 
APDIX Artisan International Fund
29.50
0.00%
 
GAAAX GMO Opportunistic Income R6
24.35
+0.33%
 
GBATX GMO Strategic Opportunities Allc III
16.72
-2.34%
 
FEGIX First Eagle Gold I
34.51
-0.09%
 
FEURX First Eagle Gold R6
34.61
-0.12%
 
COBYX The Cook & Bynum
17.07
-0.12%
 
SGGDX First Eagle Gold A
33.30
-0.12%
 
FEGOX First Eagle Gold C
29.95
-0.13%
 
SFHYX Hundredfold Select Alternative Svc
22.12
-0.27%
 
HFSAX Hundredfold Select Alternative Inv
23.70
-0.21%
 
FGTZX Franklin Growth Allocation Advisor
19.60
-3.45%
 
FTGMX Franklin Growth Allocation R6
19.59
-3.40%
 
FGTRX Franklin Growth Allocation R
19.08
-3.39%
 
NSRKX Northern World Selection Index K
21.30
-3.49%
 
FIUIX Fidelity Telecom and Utilities
34.81
-0.23%
 
GIOSX Guggenheim Macro Opportunities R6
24.66
-0.24%
 
GIOPX Guggenheim Macro Opportunities P
24.64
-0.24%
 
GIOAX Guggenheim Macro Opportunities A
24.63
-0.24%
 
FGTIX Franklin Growth Allocation A
19.44
-3.43%
 
BLUEX AMG Veritas Global Real Return I
39.74
-0.25%
 
VEGBX Vanguard Emerging Markets Bond Admiral
23.42
-0.26%
 
NSRIX Northern World Selection Index I
21.28
-3.54%
 
GIOIX Guggenheim Macro Opportunities Instl
24.66
-0.28%
 
ECEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
30.45
-4.72%
 
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
33.40
-4.71%
 
GMCDX GMO Emerging Country Debt Fund
20.21
-0.83%
 
GMDFX GMO Emerging Country Debt Fund
20.17
-0.79%
 
GMOQX GMO Emerging Country Debt Fund
20.15
-0.84%
 
HMEAX NexPoint Merger Arbitrage A
19.29
-0.41%
 
FGPMX Franklin Gold and Precious Metals R6
26.93
-0.44%
 
NPSFX Nuveen Preferred Secs & Inc R6
15.58
-0.45%
 
FGADX Franklin Gold and Precious Metals Adv
26.49
-0.45%
 
HMEZX NexPoint Merger Arbitrage Z
19.70
-0.45%
 
NPSRX Nuveen Preferred Secs & Inc I
15.54
-0.51%
 
NPSAX Nuveen Preferred Secs & Inc A
15.52
-0.51%