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Columbia Integrated Large Cap Gr Ins 3 (ILGJX)
18.69
-0.02
(-0.11%)
At close: April 17 at 8:01:13 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.90% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -14.58% |
| 5y Average Return | 15.96% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ILGJX | Category Average | ILGJX | Category Average | ILGJX | Category Average | |
| Alpha | 1.18 | 0.03 | 0.14 | 0.04 | 1.12 | 0.01 |
| BETA | 1.08 | 0.01 | 1.07 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.98 | 0.02 | 1.65 | 0.02 | 1.22 | 0.01 |
| R-squared | 92.14 | 0.89 | 93.08 | 0.87 | 93.13 | 0.87 |
| Standard Deviation | 19.43 | 0.2 | 18.77 | 0.16 | 16.58 | 0.15 |
| Sharpe Ratio | 0.38 | 0.01 | 0.91 | 0.01 | 0.76 | 0.01 |
| Treynor Ratio | 5.38 | 0.21 | 15.78 | 0.21 | 11.61 | 0.15 |
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