Nasdaq - Delayed Quote • USD
Columbia Large Cap Growth E (CLGEX)
At close: 8:00 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.02% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 7.54% |
| 5y Average Return | 15.21% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CLGEX | Category Average | CLGEX | Category Average | CLGEX | Category Average | |
| Alpha | -2.14 | 0.03 | 0.98 | 0.04 | 0.56 | 0.01 |
| BETA | 1.13 | 0.01 | 1.05 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.96 | 0.02 | 1.45 | 0.02 | 1.24 | 0.01 |
| R-squared | 89.26 | 0.89 | 90.44 | 0.87 | 89.32 | 0.87 |
| Standard Deviation | 21.14 | 0.2 | 20.27 | 0.16 | 17.26 | 0.15 |
| Sharpe Ratio | 0.41 | 0.01 | 0.76 | 0.01 | 0.78 | 0.01 |
| Treynor Ratio | 6.02 | 0.21 | 13.7 | 0.21 | 11.85 | 0.15 |
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