Nasdaq - Delayed Quote USD
Columbia Select Large Cap Equity Inst2 (CLCRX)
At close: 8:05:27 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 27.66% |
| 5y Average Return | 15.42% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Dec 26, 2024) | 30.97% |
| Worst 1Y Total Return (Dec 26, 2024) | -- |
| Best 3Y Total Return | 30.97% |
| Worst 3Y Total Return | 7.85% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CLCRX
Category
- YTD
- 26.08%
- 5.31%
- 1-Month
- 5.82%
- -4.19%
- 3-Month
- 5.82%
- 3.90%
- 1-Year
- 31.10%
- 20.31%
- 3-Year
- 11.07%
- 6.48%
- 5-Year
- 15.95%
- 11.78%
- 10-Year
- 13.46%
- 10.96%
- Last Bull Market
- 24.55%
- 25.56%
- Last Bear Market
- -16.12%
- -15.11%
Annual Total Return (%) History
Year
CLCRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.82% | 6.28% | 3.08% | -- |
| 2023 | 7.79% | 10.88% | -3.95% | 11.84% |
| 2022 | -5.01% | -16.12% | -5.30% | 6.85% |
| 2021 | 7.66% | 8.75% | -0.81% | 11.83% |
| 2020 | -17.50% | 20.73% | 7.79% | 11.60% |
| 2019 | 13.31% | 4.48% | 0.20% | 8.61% |
| 2018 | -1.01% | 2.94% | 7.78% | -13.89% |
| 2017 | 6.65% | 4.38% | 5.16% | 6.33% |
| 2016 | 0.09% | 1.88% | 4.77% | 3.14% |
| 2015 | 2.05% | 1.88% | -7.44% | 8.04% |
| 2014 | 0.76% | 5.08% | 0.91% | 4.83% |
| 2013 | 9.40% | 4.26% | 5.11% | 9.25% |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 57 |
| 3-Month | 74 |
| 1-Year | 64 |
| 3-Year | 35 |
| 5-Year | 16 |
Load Adjusted Returns
| 1-Year | 31.10% |
| 3-Year | 11.07% |
| 5-Year | 15.95% |
| 10-Year | 13.46% |
Performance & Risk
| YTD Return | 27.66% |
| 5y Average Return | 15.42% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Columbia Threadneedle |
| Net Assets | 1.58B |
| YTD Return | 26.08% |
| Yield | 0.75% |
| Morningstar Rating | |
| Inception Date | Nov 08, 2012 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks, preferred stocks and convertible securities and may invest in exchange-traded funds.
Related Tickers
VFPIX Private Capital Management Value Fund
19.32
+2.28%
TIBOX Thornburg Investment Income Builder R6
25.80
+1.99%
TIBIX Thornburg Investment Income Builder I
25.88
+1.97%
TIBMX Thornburg Investment Income Builder R5
25.86
+1.94%
TIBAX Thornburg Investment Income Builder A
25.68
+1.90%
TIBGX Thornburg Investment Income Builder R4
25.71
+1.84%
TIBRX Thornburg Investment Income Builder R3
25.67
+1.80%
MSSGX Morgan Stanley Inst Inception I
16.84
+1.69%
MFLLX Morgan Stanley Inst Inception R6
17.03
+1.67%
TIBCX Thornburg Investment Income Builder C
25.64
+1.65%
NESGX Needham Small Cap Growth Retail
19.04
+1.38%
PVIVX Paradigm Micro-Cap
59.02
+1.37%
NEAGX Needham Aggressive Growth Retail
47.50
+1.15%
NEAIX Needham Aggressive Growth Institutional
50.15
+1.15%
QSMRX AQR Small Cap Momentum Style R6
19.72
+1.13%
ASMOX AQR Small Cap Momentum Style I
19.85
+1.12%
ASMNX AQR Small Cap Momentum Style N
19.86
+1.12%
BIPSX ProFunds Biotechnology UltraSector Fund
38.23
+1.11%
BIPIX ProFunds Biotechnology UltraSector Fund
61.13
+1.11%
HJPIX Hennessy Japan Institutional
43.38
+1.09%
MMEAX Victory Integrity Discovery A
41.26
+1.03%
MMMMX Victory Integrity Discovery Member
41.38
+1.03%
MMEYX Victory Integrity Discovery Y
47.35
+1.02%
ADKSX Adirondack Small Cap
31.94
+0.92%
CSCZX Columbia Small Cap Value I Inst
51.90
+0.87%
CSMIX Columbia Small Cap Value I A
43.94
+0.87%
QSERX AQR Small Cap Multi-Style R6
17.44
+0.87%
CSVYX Columbia Small Cap Value I Inst3
52.39
+0.87%
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
23.32
+0.87%
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
24.64
+0.86%
CSVRX Columbia Small Cap Value I R
43.56
+0.86%
CSCQX Columbia Small Cap Value I S
51.89
+0.86%
CUURX Columbia Small Cap Value I Inst2
54.32
+0.85%
QSMLX AQR Small Cap Multi-Style I
17.40
+0.81%
DNDGX Dunham Small Cap Growth Fund
20.57
+0.78%
WGMCX Wasatch Ultra Growth Institutional
35.86
+0.76%
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
WAMCX Wasatch Ultra Growth
35.67
+0.73%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
46.74
+0.73%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
49.76
+0.73%
FGROX Emerald Growth Institutional
26.37
+0.73%
HFCGX Hennessy Cornerstone Growth Investor
32.46
+0.71%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
49.42
+0.71%
ARSTX Nuveen Small Cap Select I
15.57
+0.71%
HICGX Hennessy Cornerstone Growth Inst
33.98
+0.71%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
48.26
+0.71%
ASEFX Nuveen Small Cap Select R6
15.66
+0.71%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
48.42
+0.71%
GTSCX Glenmede Small Cap Equity Instl
35.96
+0.70%
GTCSX Glenmede Small Cap Equity Adv
33.28
+0.70%
FIMPX Nuveen Small Cap Growth Opp I
36.33
+0.69%
GSCIX abrdn US Small Cap Equity Inst
41.17
+0.68%
GSXIX abrdn US Small Cap Equity Inst Svc
40.91
+0.66%
LKSCX LKCM Small Cap Equity Instl
22.98
+0.66%
PHSZX PGIM Jennison Health Sciences Z
44.60
+0.65%
ATVPX Alger 35 Z
18.53
+0.65%
PHLQX PGIM Jennison Health Sciences R6
45.05
+0.65%
UMPSX ProFunds UltraMid Cap Fund
53.34
+0.64%
UMPIX ProFunds UltraMid Cap Fund
69.58
+0.64%
PHLAX PGIM Jennison Health Sciences A
34.80
+0.64%
PJHRX PGIM Jennison Health Sciences R
32.10
+0.63%
VSTCX Vanguard Strategic Small-Cap Equity Inv
40.32
+0.62%
AATSX Ancora/Thelen Small-Mid Cap S
21.19
+0.62%
FCPGX Fidelity Small Cap Growth
34.31
+0.62%
TSMNX Nuveen Quant Small/Mid Cap Eq I
15.03
+0.60%
LSHEX Kinetics Spin-Off and Corp Rest No Load
37.07
+0.60%
FCCGX Fidelity Small Cap Growth Fund
25.62
+0.59%
AATIX Ancora/Thelen Small-Mid Cap I
20.50
+0.59%
WWSCX TETON Westwood SmallCap Equity C
17.16
+0.59%
FDSCX Fidelity Stock Selector Small Cap
37.84
+0.58%
BIVSX Invenomic Super Institutional
17.20
+0.58%
FCIGX Fidelity Advisor Small Cap Growth I
34.40
+0.58%
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
37.98
+0.58%
ARSVX AMG River Road Small Cap Value N
15.57
+0.58%
FCDCX Fidelity Stock Selector Small Cap Fund
31.18
+0.58%
FIDGX Fidelity Advisor Small Cap Growth Z
34.67
+0.58%
FCDTX Fidelity Stock Selector Small Cap Fund
34.71
+0.58%
FCDAX Fidelity Stock Selector Small Cap Fund
36.46
+0.58%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
31.45
+0.58%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
35.07
+0.57%
FCTGX Fidelity Advisor Small Cap Growth M
29.89
+0.57%
SNWAX Easterly Snow Small Cap Value A
60.03
+0.57%
FCAGX Fidelity Small Cap Growth Fund
31.80
+0.57%
WWSAX TETON Westwood SmallCap Equity A
21.20
+0.57%
SNWRX Easterly Snow Capital Small Cap Value Fund
61.97
+0.57%
LSHUX Kinetics Spin-Off and Corp Rest Instl
35.42
+0.57%
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
21.61
+0.56%
ARSIX AMG River Road Small Cap Value I
16.26
+0.56%
FCDIX Fidelity Stock Selector Small Cap Fund
38.05
+0.55%
SCVNX Allspring Small Company Value Inst
38.09
+0.55%
DVSMX Driehaus Small Cap Growth Investor
23.67
+0.55%
SNWIX Easterly Snow Small Cap Value I
61.96
+0.55%
WWSIX TETON Westwood SmallCap Equity I
23.72
+0.55%
BIVRX Invenomic Investor
16.62
+0.54%
VTMSX Vanguard Tax-Managed Small Cap Adm
96.19
+0.54%
BDFIX Baron Discovery Fund
33.30
+0.54%
WISGX Segall Bryant & Hamill Small Cap GrInstl
22.25
+0.54%
VTSIX Vanguard Tax-Managed Small Cap I
96.42
+0.54%
DNSMX Driehaus Small Cap Growth Institutional
24.15
+0.54%
PLBBX Plumb Balanced Investor
37.20
+0.54%