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Columbia Large Cap Value Inst2 (RSEDX)

16.32
-0.02
(-0.12%)
At close: 8:03:59 PM EDT
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  • Previous Close 16.34
  • YTD Return 4.93%
  • Expense Ratio 0.69%
  • Category Large Value
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.51B
  • Beta (5Y Monthly) 0.84
  • Yield 1.49%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.05
  • Inception Date Jun 26, 2000

The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common and preferred stocks of large capitalization companies. The fund may invest up to 25% of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.

Columbia Threadneedle

Fund Family

Large Value

Fund Category

2.51B

Net Assets

2000-06-26

Inception Date

Performance Overview: RSEDX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

RSEDX
4.93%
Category
4.44%
 

1-Year Return

RSEDX
16.41%
Category
14.37%
 

3-Year Return

RSEDX
9.21%
Category
6.04%
 

5-Year Return

RSEDX
13.50%
Category
9.20%
 

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Holdings: RSEDX

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Sector Weightings

SectorRSEDX
Industrials   15.35%
Healthcare   12.40%
Technology   9.01%
Energy   6.52%
Utilities   4.67%
Real Estate   3.97%

Recent News: RSEDX

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Research Reports: RSEDX

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