Columbia Large Cap Fund Quote
| NMIAX Fund | USD 27.71 0.41 1.50% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Large is trading at 27.71 as of the 1st of March 2025; that is 1.50% up since the beginning of the trading day. The fund's open price was 27.3. 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 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in common stocks that comprise the SP 500 Index, convertible securities that are convertible into stocks included in the index, and derivatives whose returns are closely equivalent to the returns of the index or its components. More on Columbia Large Cap
Moving together with Columbia Mutual Fund
| 0.93 | ILGCX | Columbia Integrated Large | PairCorr |
| 0.93 | ILGGX | Columbia Integrated Large | PairCorr |
| 0.93 | ILGJX | Columbia Integrated Large | PairCorr |
| 0.9 | SSCVX | Columbia Select Smaller | PairCorr |
| 0.94 | ILVBX | Columbia Integrated Large | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Blend Funds, Large Blend, Columbia Threadneedle (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Columbia Large Cap [NMIAX] is traded in USA and was established 1st of March 2025. Columbia Large is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia Threadneedle family. This fund now has accumulated 424.41 M in assets with no minimum investment requirementsColumbia Large Cap is currently producing year-to-date (YTD) return of 1.26% with the current yeild of 0.01%, while the total return for the last 3 years was 12.37%.
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
| BAC | Bank of America | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy | |
| T | ATT Inc | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Columbia Large Cap Risk Profiles
| Mean Deviation | 0.7193 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 | |||
| Risk Adjusted Performance | (0.07) |
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.
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