Columbia Large Cap Growth Opportunity is in new hands with an uninspiring process, making it a mediocre offering.
Columbia Large Cap Growth Opp A NFEAX
- NAV / 1-Day Return 16.37 / +0.37 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 100%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0
Morningstar’s Analysis NFEAX
Will NFEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.61 | 159.4 Mil | Technology |
NVIDIA Corp | 10.20 | 129.0 Mil | Technology |
Amazon.com Inc | 7.09 | 89.6 Mil | Consumer Cyclical |
Alphabet Inc Class A | 5.82 | 73.6 Mil | Communication Services |
Apple Inc | 5.76 | 72.9 Mil | Technology |
Meta Platforms Inc Class A | 5.05 | 63.9 Mil | Communication Services |
Visa Inc Class A | 4.10 | 51.9 Mil | Financial Services |
Eli Lilly and Co | 3.81 | 48.1 Mil | Healthcare |
Costco Wholesale Corp | 2.76 | 34.8 Mil | Consumer Defensive |
Adobe Inc | 2.08 | 26.3 Mil | Technology |