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Columbia Large Growth Quantitative W (RDLWX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Large Growth Quantitative W (RDLWX) Fund

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

 

Graph of Columbia Large Growth Quantitative W Fund (RDLWX) ManagerFund Manager - Peter Albanese

Fund Manager Information

Fund Manager Tenure: 4.3 years
Similar Funds: RDLAX  RDLCX  RDLFX  RDLIX 
Fund Family: Columbia
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

 

Graph of Columbia Large Growth Quantitative W Fund (RDLWX) ProfileColumbia Large Growth Quantitative W Fund (RDLWX) Profile

Fund Profile and Description

Columbia Large Growth Quantitative W Fund seeks long-term capital growth. Columbia Large Growth Quantitative W Fund normally invests at least 80% of assets in equity securities of companies with market capitalizations of $5 billion at the time of purchase or that are within the capitalization range of companies in the Russell 1000(R) Growth Index. It generally holds fewer stocks than the index and may hold securities that are not in the index.

 

Columbia Large Growth Quantitative W (RDLWX) Fund Strength What we like about Columbia Large Growth Quantitative W (RDLWX) Fund

Data for Columbia Large Growth Quantitative W Fund (RDLWX) as of May 30, 2016

  • Columbia Large Growth Quantitative W Fund (RDLWX) management has been with Columbia Large Growth Quantitative W Fund for 4.3 years
  • Columbia Large Growth Quantitative W Fund (RDLWX) has good short-term performance (1-year return 0.81% vs -1.74% Large Growth category median performance)
  • Columbia Large Growth Quantitative W Fund (RDLWX) has good mid-term performance (3-year return 13.53% vs 10.74% Large Growth category median performance)
  • Columbia Large Growth Quantitative W Fund (RDLWX) has good Long-term performance (5-year return 11.98% vs 10.14% Large Growth category median performance)
  • Columbia Large Growth Quantitative W Fund (RDLWX) ratio of up-years vs down years is greater than 2
  • Columbia Large Growth Quantitative W Fund (RDLWX) has a Morningstar rating of 4 and above
  • Asset base in Columbia Large Growth Quantitative W Fund (RDLWX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Large Growth Quantitative W Fund (RDLWX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.3, lower than category average of 12.75

Columbia Large Growth Quantitative W Fund (RDLWX) Weakness What we are cautious about Columbia Large Growth Quantitative W (RDLWX) Fund

Data for Columbia Large Growth Quantitative W Fund (RDLWX) as of May 30, 2016

  • Columbia Large Growth Quantitative W Fund (RDLWX) has an annual stock turnover rate of 102.00% that is higher than the Large Growth average of 50.46%. This could mean Columbia Large Growth Quantitative W is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia Large Growth Quantitative W Fund (RDLWX) has a higher expense ratio of 1.24% than its Large Growth average of 1.17%
  • Even though Columbia Large Growth Quantitative W Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Columbia Large Growth Quantitative W Fund (RDLWX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Large Growth Quantitative W Fund (RDLWX)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 Growth Quantitative W-0.480.8113.5311.98
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 Growth Quantitative W Fund (RDLWX)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 Growth Quantitative W Fund (RDLWX) Net Asset TrackingColumbia Large Growth Quantitative W (RDLWX) Fund Net Asset

Track net asset change of Columbia Large Growth Quantitative W fund (RDLWX)

DateNet Asset
05/2016$501.74M
03/2016$487.38M
02/2016$444.35M
More historic net asset information on Columbia Large Growth Quantitative W Fund (RDLWX)

  

Graph of Columbia Large Growth Quantitative W Fund (RDLWX) Portfolio TrackingColumbia Large Growth Quantitative W (RDLWX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Large Growth Quantitative W fund (RDLWX)

DateCashStockBondOther
04/20161.54%98.46%0%0%
02/20161.5%98.5%0%0%
01/20161.6%98.4%0%0%
Click here to see more historic asset allocation information on Columbia Large Growth Quantitative W Fund (RDLWX)

 

graph of Columbia Large Growth Quantitative W Fund (RDLWX) Top 10 Position TrackingTop 10 Holdings in Columbia Large Growth Quantitative W (RDLWX) Fund

Discover what Columbia Large Growth Quantitative W Fund (RDLWX) manager is buying

Apr 29, 2016
Apple Inc. [6.48%]
Amazon.com, Inc. [3.97%]
Facebook, Inc. [3.93%]
Home Depot, Inc. (The) Common S [3.21%]
Visa Inc. [2.97%]
Comcast Corporation [2.96%]
Altria Group, Inc. [2.68%]
Verizon Communications Inc. Com [2.63%]
Mastercard Incorporated Common [2.51%]
Boeing Company (The) Common Sto [2.43%]

Feb 28, 2016
Apple Inc. [7.12%]
Amazon.com, Inc. [3.53%]
Facebook, Inc. [3.45%]
Home Depot, Inc. (The) Common S [3.17%]
Comcast Corporation [2.99%]
Visa Inc. [2.84%]
Altria Group, Inc. [2.8%]
Verizon Communications Inc. Com [2.79%]
Alphabet Inc. [2.58%]
Mastercard Incorporated Common [2.39%]

Jan 30, 2016
Apple Inc. [7.18%]
Amazon.com, Inc. [3.76%]
Facebook, Inc. [3.24%]
Home Depot, Inc. (The) Common S [3.22%]
Comcast Corporation [2.89%]
Altria Group, Inc. [2.78%]
Verizon Communications Inc. Com [2.75%]
Alphabet Inc. [2.75%]
Mastercard Incorporated Common [2.45%]
Visa Inc. [2.37%]
Click here for Stock Holding Change Map in Columbia Large Growth Quantitative W Fund (RDLWX)

  

Latest News on Columbia Large Growth Quantitative W (RDLWX) Fund

See what is happening with Columbia Large Growth Quantitative W Fund (RDLWX)

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Columbia Large Growth Quantitative W Fund (RDLWX) Related ResourcesSee more information on Columbia Large Growth Quantitative W (RDLWX) Fund

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