Nasdaq - Delayed Quote USD

Columbia Large Cap Growth A (LEGAX)

60.74 -0.55 (-0.90%)
As of 8:06 AM EDT. Market Open.
Loading Chart for LEGAX
DELL
  • Previous Close 61.29
  • YTD Return 11.09%
  • Expense Ratio 1.75%
  • Category Large Growth
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.39B
  • Beta (5Y Monthly) 1.13
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.06
  • Inception Date Nov 18, 2002

Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It may invest up to 20% of its total assets in foreign securities.

Columbia Threadneedle

Fund Family

Large Growth

Fund Category

5.39B

Net Assets

2002-11-18

Inception Date

Performance Overview: LEGAX

Trailing returns as of 4/25/2024. Category is Large Growth.

YTD Return

LEGAX
11.09%
Category
12.38%
 

1-Year Return

LEGAX
40.44%
Category
41.70%
 

3-Year Return

LEGAX
10.14%
Category
22.56%
 

5-Year Return

LEGAX
16.82%
Category
21.98%
 

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Holdings: LEGAX

Top 10 Holdings (58.59% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 11.22%
NVDA
NVIDIA Corporation 9.16%
AAPL
Apple Inc. 8.76%
AMZN
Amazon.com, Inc. 7.41%
META
Meta Platforms, Inc. 5.01%
V
Visa Inc. 4.00%
GOOG
Alphabet Inc. 3.94%
LLY
Eli Lilly and Company 3.57%
GOOGL
Alphabet Inc. 3.23%
COST
Costco Wholesale Corporation 2.28%

Sector Weightings

SectorLEGAX
Technology   43.58%
Healthcare   13.47%
Industrials   5.50%
Real Estate   1.89%
Energy   0.01%
Utilities   0.00%

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