The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Columbia Select Large Cap Growth Inst UMLGX
- NAV / 1-Day Return 9.06 / +1.25 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 33%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 11:57 PM GMT+0
Morningstar’s Analysis UMLGX
Will UMLGX 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 53.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 8.70 | 98.0 Mil | Technology |
Microsoft Corp | 7.46 | 84.1 Mil | Technology |
Amazon.com Inc | 7.04 | 79.3 Mil | Consumer Cyclical |
Adobe Inc | 4.96 | 55.9 Mil | Technology |
Intuitive Surgical Inc | 4.78 | 53.9 Mil | Healthcare |
Alphabet Inc Class A | 4.64 | 52.3 Mil | Communication Services |
Eli Lilly and Co | 4.53 | 51.0 Mil | Healthcare |
ServiceNow Inc | 4.18 | 47.1 Mil | Technology |
Visa Inc Class A | 3.82 | 43.1 Mil | Financial Services |
Palo Alto Networks Inc | 3.53 | 39.8 Mil | Technology |