Columbia Large Cap Fund Quote
| NFEAX Fund | USD 15.47 0.25 1.64% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Large is trading at 15.47 as of the 20th of March 2025; that is 1.64% up since the beginning of the trading day. The fund's open price was 15.22. Columbia Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. More on Columbia Large Cap
Moving together with Columbia Mutual Fund
| 0.86 | ILGCX | Columbia Integrated Large | PairCorr |
| 0.86 | ILGGX | Columbia Integrated Large | PairCorr |
| 0.86 | ILGJX | Columbia Integrated Large | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Growth Funds, Large Growth, Columbia Threadneedle (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Columbia Large Cap [NFEAX] is traded in USA and was established 20th of March 2025. Columbia Large is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Columbia Threadneedle family. This fund now has accumulated 1.19 B in assets with no minimum investment requirementsColumbia Large Cap is currently producing year-to-date (YTD) return of 0.94%, while the total return for the last 3 years was 9.21%.
Check Columbia Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Large Cap Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| NOC | Northrop Grumman | Stock | Industrials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| FIS | Fidelity National Information | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary |
Columbia Large Cap Risk Profiles
| Mean Deviation | 1.16 | |||
| Standard Deviation | 1.51 | |||
| Variance | 2.27 | |||
| Risk Adjusted Performance | (0.11) |
Columbia Large Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Large financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Large security.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |