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Columbia Large Cap Growth F (CLGFX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Large Cap Growth F (CLGFX) Fund

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

 

Graph of Columbia Large Cap Growth F Fund (CLGFX) ManagerFund Manager - John Wilson

Fund Manager Information

Fund Manager Tenure: 13.3 years
Similar Funds: CLGEX  CLGWX 
Fund Family: Columbia
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of Columbia Large Cap Growth F Fund (CLGFX) ProfileColumbia Large Cap Growth F Fund (CLGFX) Profile

Fund Profile and Description

Columbia Large Cap Growth F Fund seeks long-term capital appreciation. Columbia Large Cap Growth F Fund normally invests at least 80% of net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies generally have market capitalizations in the range of companies in the Russell 1000 Growth Index at the time of purchase. It may invest up to 20% of total assets in foreign securities. Columbia Large Cap Growth F Fund may also invest in derivatives.

 

Columbia Large Cap Growth F (CLGFX) Fund Strength What we like about Columbia Large Cap Growth F (CLGFX) Fund

Data for Columbia Large Cap Growth F Fund (CLGFX) as of May 30, 2016

  • Columbia Large Cap Growth F Fund (CLGFX) management has been with Columbia Large Cap Growth F Fund for 13.3 years
  • Columbia Large Cap Growth F Fund (CLGFX) has good mid-term performance (3-year return 11.70% vs 10.74% Large Growth category median performance)
  • Columbia Large Cap Growth F Fund (CLGFX) has good Long-term performance (5-year return 10.50% vs 10.14% Large Growth category median performance)
  • Columbia Large Cap Growth F Fund (CLGFX) ratio of up-years vs down years is greater than 2
  • Asset base in Columbia Large Cap Growth F Fund (CLGFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Columbia Large Cap Growth F Fund (CLGFX) Weakness What we are cautious about Columbia Large Cap Growth F (CLGFX) Fund

Data for Columbia Large Cap Growth F Fund (CLGFX) as of May 30, 2016

  • Columbia Large Cap Growth F Fund (CLGFX) has a less-than-ideal short-term performance (1-year return -2.81% vs -1.74% Large Growth category median performance)
  • Columbia Large Cap Growth F Fund (CLGFX) has a Morningstar rating of 3 and below
  • Columbia Large Cap Growth F Fund (CLGFX) has an annual stock turnover rate of 59.00% that is higher than the Large Growth average of 50.46%. This could mean Columbia Large Cap Growth F is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia Large Cap Growth F Fund (CLGFX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.48 that is higher than category average of 12.75
  • Columbia Large Cap Growth F Fund (CLGFX) has a higher expense ratio of 1.86% than its Large Growth average of 1.17%
  • Columbia Large Cap Growth F Fund (CLGFX) carries a 5% load
See Columbia Large Cap Growth F Fund (CLGFX) performance details as of May 30, 2016

 

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Compare Columbia Large Cap Growth F Fund (CLGFX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Large Cap Growth F-1.53-2.8111.7010.50
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Columbia Large Cap Growth F Fund (CLGFX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Columbia Large Cap Growth F Fund (CLGFX) Net Asset TrackingColumbia Large Cap Growth F (CLGFX) Fund Net Asset

Track net asset change of Columbia Large Cap Growth F fund (CLGFX)

DateNet Asset
05/2016$3.42B
03/2016$3.32B
02/2016$3.11B
More historic net asset information on Columbia Large Cap Growth F Fund (CLGFX)

  

Graph of Columbia Large Cap Growth F Fund (CLGFX) Portfolio TrackingColumbia Large Cap Growth F (CLGFX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Large Cap Growth F fund (CLGFX)

DateCashStockBondOther
04/20163.11%96.27%0%0.62%
02/20164.3%94.33%0%1.37%
01/20165.64%94.36%0%0%
Click here to see more historic asset allocation information on Columbia Large Cap Growth F Fund (CLGFX)

 

graph of Columbia Large Cap Growth F Fund (CLGFX) Top 10 Position TrackingTop 10 Holdings in Columbia Large Cap Growth F (CLGFX) Fund

Discover what Columbia Large Cap Growth F Fund (CLGFX) manager is buying

Apr 29, 2016
Amazon.com, Inc. [3.93%]
Facebook, Inc. [3.62%]
Apple Inc. [3.52%]
Microsoft Corporation [3.39%]
Alphabet Inc. [2.99%]
Bristol-Myers Squibb Company Co [2.87%]
Comcast Corporation [2.8%]
Visa Inc. [2.73%]
Philip Morris International Inc [2.5%]
Alphabet Inc. [2.48%]

Feb 28, 2016
Apple Inc. [3.83%]
Microsoft Corporation [3.66%]
Amazon.com, Inc. [3.48%]
Facebook, Inc. [3.48%]
Alphabet Inc. [3.2%]
Comcast Corporation [2.81%]
Pepsico, Inc. Common Stock [2.75%]
Visa Inc. [2.71%]
Alphabet Inc. [2.64%]
CVS Health Corporation Common S [2.64%]

Jan 30, 2016
Facebook, Inc. [3.98%]
Microsoft Corporation [3.86%]
Apple Inc. [3.77%]
Amazon.com, Inc. [3.61%]
Alphabet Inc. [3.31%]
CVS Health Corporation Common S [2.89%]
Alphabet Inc. [2.75%]
Pepsico, Inc. Common Stock [2.72%]
Visa Inc. [2.72%]
Comcast Corporation [2.65%]
Click here for Stock Holding Change Map in Columbia Large Cap Growth F Fund (CLGFX)

  

Latest News on Columbia Large Cap Growth F (CLGFX) Fund

See what is happening with Columbia Large Cap Growth F Fund (CLGFX)

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Columbia Large Cap Growth F Fund (CLGFX) Related ResourcesSee more information on Columbia Large Cap Growth F (CLGFX) Fund

Popular pages on Columbia Large Cap Growth F (CLGFX) Fund

  

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