Nasdaq - Delayed Quote USD

Columbia Integrated Large Cap Gr Ins 3 (ILGJX)

24.29 +0.08 (+0.33%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 30.31%
5y Average Return 18.48%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Nov 22, 2024) 41.90%
Worst 1Y Total Return (Nov 22, 2024) --
Best 3Y Total Return 41.90%
Worst 3Y Total Return 6.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ILGJX
Category
YTD
22.96%
12.38%
1-Month
0.04%
5.09%
3-Month
4.66%
10.28%
1-Year
44.07%
41.70%
3-Year
10.07%
22.56%
5-Year
17.66%
21.98%
10-Year
15.08%
15.99%
Last Bull Market
31.50%
25.99%
Last Bear Market
-18.49%
-17.29%

Annual Total Return (%) History

Year
ILGJX
Category
2024
--
--
2023
41.90%
--
2022
-25.57%
--
2021
26.15%
--
2020
29.65%
35.86%
2019
28.02%
31.90%
2018
-0.86%
-2.09%
2017
28.56%
27.67%

2016
8.97%
3.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.23% 6.60% 2.74% --
2023 12.60% 11.13% -2.00% 15.72%
2022 -7.01% -18.49% -5.59% 4.01%
2021 3.61% 11.91% 0.00% 8.80%
2020 -16.55% 24.30% 10.77% 12.84%
2019 14.18% 2.50% 1.22% 8.07%
2018 1.16% 5.13% 10.33% -15.51%
2017 8.88% 4.07% 5.74% 7.29%
2016 0.48% 0.41% 5.75% 2.13%

Rank in Category (By Total Return)

YTD 42
1-Month 24
3-Month 34
1-Year 36
3-Year 4
5-Year 22

Load Adjusted Returns

1-Year 44.07%
3-Year 10.07%
5-Year 17.66%
10-Year 15.08%

Performance & Risk

YTD Return 30.31%
5y Average Return 18.48%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Columbia Threadneedle
Net Assets 286.18M
YTD Return 22.96%
Yield 0.21%
Morningstar Rating
Inception Date May 27, 2014

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 large capitalization companies. The fund invests substantially in securities of U.S. issuers. The fund generally invests in common stocks. The fund may at times emphasize one or more sectors in selecting its investments, including the information technology sector.

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