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Columbia Large Core Quantitative Instl (ALEIX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Large Core Quantitative Instl (ALEIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Columbia Large Core Quantitative Instl Fund (ALEIX) ManagerFund Manager - Peter Albanese

Fund Manager Information

Fund Manager Tenure: 4.1 years
Fund Family: Columbia
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Columbia Large Core Quantitative Instl Fund (ALEIX) ProfileColumbia Large Core Quantitative Instl Fund (ALEIX) Profile

Fund Profile and Description

Columbia Large Core Quantitative Instl Fund seeks long-term capital appreciation. Columbia Large Core Quantitative Instl Fund typically invests 80% of assets in equity securities of companies listed on U.S. exchanges with market capitalizations greater than $5 billion at the time of purchase. The universe of stocks from which the management selects may be those included in the benchmark, the S&P 500 index.

 

Columbia Large Core Quantitative Instl (ALEIX) Fund Strength What we like about Columbia Large Core Quantitative Instl (ALEIX) Fund

Data for Columbia Large Core Quantitative Instl Fund (ALEIX) as of May 30, 2016

  • Columbia Large Core Quantitative Instl Fund (ALEIX) management has been with Columbia Large Core Quantitative Instl Fund for 4.1 years
  • Columbia Large Core Quantitative Instl Fund (ALEIX) has good mid-term performance (3-year return 11.25% vs 9.43% Large Blend category median performance)
  • Columbia Large Core Quantitative Instl Fund (ALEIX) has good Long-term performance (5-year return 12.39% vs 10.15% Large Blend category median performance)
  • Columbia Large Core Quantitative Instl Fund (ALEIX) ratio of up-years vs down years is greater than 2
  • Columbia Large Core Quantitative Instl Fund (ALEIX) has a Morningstar rating of 4 and above
  • Columbia Large Core Quantitative Instl Fund (ALEIX) has a lower expense ratio than its Large Blend average: 0.65% vs 1.02%
  • Columbia Large Core Quantitative Instl Fund (ALEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Large Core Quantitative Instl Fund (ALEIX) Weakness What we are cautious about Columbia Large Core Quantitative Instl (ALEIX) Fund

Data for Columbia Large Core Quantitative Instl Fund (ALEIX) as of May 30, 2016

  • Columbia Large Core Quantitative Instl Fund (ALEIX) has a less-than-ideal short-term performance (1-year return -1.23% vs -1.15% Large Blend category median performance)
  • Columbia Large Core Quantitative Instl Fund (ALEIX) has an annual stock turnover rate of 77.00% that is higher than the Large Blend average of 53.12%. This could mean Columbia Large Core Quantitative Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia Large Core Quantitative Instl Fund (ALEIX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.91 that is higher than category average of 11.67
See Columbia Large Core Quantitative Instl Fund (ALEIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Large Core Quantitative Instl Fund (ALEIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Large Core Quantitative Instl1.45-1.2311.2512.39
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Columbia Large Core Quantitative Instl Fund (ALEIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Columbia Large Core Quantitative Instl Fund (ALEIX) Net Asset TrackingColumbia Large Core Quantitative Instl (ALEIX) Fund Net Asset

Track net asset change of Columbia Large Core Quantitative Instl fund (ALEIX)

DateNet Asset
05/2016$4.03B
03/2016$4.04B
02/2016$3.82B
More historic net asset information on Columbia Large Core Quantitative Instl Fund (ALEIX)

  

Graph of Columbia Large Core Quantitative Instl Fund (ALEIX) Portfolio TrackingColumbia Large Core Quantitative Instl (ALEIX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Large Core Quantitative Instl fund (ALEIX)

DateCashStockBondOther
04/20160.8%97.08%0%2.12%
02/20160.54%99.46%0%0%
01/20160.53%99.47%0%0%
Click here to see more historic asset allocation information on Columbia Large Core Quantitative Instl Fund (ALEIX)

 

graph of Columbia Large Core Quantitative Instl Fund (ALEIX) Top 10 Position TrackingTop 10 Holdings in Columbia Large Core Quantitative Instl (ALEIX) Fund

Discover what Columbia Large Core Quantitative Instl Fund (ALEIX) manager is buying

Apr 29, 2016
Apple Inc. [3.53%]
Johnson & Johnson Common Stock [3.52%]
Verizon Communications Inc. Com [2.62%]
Pfizer, Inc. Common Stock [2.56%]
Comcast Corporation [2.54%]
Home Depot, Inc. (The) Common S [2.51%]
Facebook, Inc. [2.47%]
Citigroup, Inc. Common Stock [2.3%]
Cisco Systems, Inc. [2.3%]
Mastercard Incorporated Common [2.3%]

Feb 28, 2016
Apple Inc. [4.31%]
Johnson & Johnson Common Stock [3.53%]
Verizon Communications Inc. Com [3.08%]
Home Depot, Inc. (The) Common S [2.76%]
Pfizer, Inc. Common Stock [2.66%]
Comcast Corporation [2.58%]
Wal-Mart Stores, Inc. Common St [2.39%]
Cisco Systems, Inc. [2.38%]
Mastercard Incorporated Common [2.2%]
Kroger Company (The) Common Sto [2.17%]

Jan 30, 2016
Apple Inc. [4.34%]
Johnson & Johnson Common Stock [3.56%]
Verizon Communications Inc. Com [3.12%]
Home Depot, Inc. (The) Common S [2.82%]
Pfizer, Inc. Common Stock [2.73%]
Wal-Mart Stores, Inc. Common St [2.52%]
Comcast Corporation [2.49%]
Oracle Corporation Common Stock [2.27%]
Mastercard Incorporated Common [2.26%]
Cisco Systems, Inc. [2.18%]
Click here for Stock Holding Change Map in Columbia Large Core Quantitative Instl Fund (ALEIX)

  

Latest News on Columbia Large Core Quantitative Instl (ALEIX) Fund

See what is happening with Columbia Large Core Quantitative Instl Fund (ALEIX)

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Columbia Large Core Quantitative Instl Fund (ALEIX) Related ResourcesSee more information on Columbia Large Core Quantitative Instl (ALEIX) Fund

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