Nasdaq - Delayed Quote USD

Columbia Select Large Cap Equity Fund (NSEPX)

22.20 +0.07 (+0.32%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 22.23%
5y Average Return 16.18%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (Oct 21, 2024) 30.91%
Worst 1Y Total Return (Oct 21, 2024) --
Best 3Y Total Return 30.91%
Worst 3Y Total Return 7.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NSEPX
Category
YTD
20.24%
5.31%
1-Month
0.97%
-4.19%
3-Month
3.08%
3.90%
1-Year
34.45%
20.31%
3-Year
11.60%
6.48%
5-Year
15.96%
11.78%
10-Year
13.35%
10.96%
Last Bull Market
24.44%
25.56%
Last Bear Market
-16.17%
-15.11%

Annual Total Return (%) History

Year
NSEPX
Category
2024
--
--
2023
28.29%
22.32%
2022
-19.38%
-16.96%
2021
29.76%
26.07%
2020
19.63%
15.83%
2019
28.71%
28.78%
2018
-5.50%
-6.27%
2017
24.58%
20.44%

2016
9.99%
10.37%
2015
3.89%
-1.07%
2014
11.82%
10.96%
2013
30.91%
31.50%
2012
17.56%
14.96%
2011
-2.01%
-1.27%
2010
13.99%
14.01%
2009
24.38%
28.17%
2008
-35.77%
-37.79%
2007
10.27%
6.16%
2006
15.71%
14.17%
2005
6.22%
5.88%
2004
8.34%
10.02%
2003
27.27%
27.05%
2002
-27.43%
-22.25%
2001
-12.26%
-13.50%
2000
-12.52%
-6.31%
1999
28.08%
20.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.75% 6.29% 3.08% --
2023 7.78% 10.82% -3.94% 11.81%
2022 -5.00% -16.17% -5.25% 6.85%
2021 7.69% 8.65% -0.79% 11.78%
2020 -17.59% 20.75% 7.78% 11.54%
2019 13.23% 4.46% 0.21% 8.60%
2018 -1.04% 2.87% 7.79% -13.88%
2017 6.74% 4.33% 5.15% 6.38%
2016 0.00% 1.91% 4.72% 3.06%
2015 2.02% 1.91% -7.53% 8.07%

2014 0.62% 5.09% 0.93% 4.78%
2013 9.38% 4.23% 5.05% 9.30%
2012 14.45% -3.93% 6.87% 0.04%
2011 4.65% 0.13% -15.64% 10.85%
2010 4.66% -11.89% 10.30% 12.07%
2009 -9.63% 14.76% 14.36% 4.87%
2008 -10.64% -2.09% -7.98% -20.22%
2007 1.43% 6.94% 3.07% -1.37%
2006 4.53% 0.19% 3.66% 6.58%
2005 -1.31% 1.66% 3.92% 1.87%
2004 1.85% 0.43% -2.24% 8.34%
2003 -2.23% 14.24% 2.69% 10.96%
2002 -0.70% -15.66% -15.82% 2.94%
2001 -12.14% 5.69% -15.93% 12.39%
2000 4.74% -3.78% -1.89% -11.53%
1999 7.63% 5.00% -5.97% 20.52%

Rank in Category (By Total Return)

YTD 51
1-Month 88
3-Month 95
1-Year 49
3-Year 28
5-Year 20

Load Adjusted Returns

1-Year 34.45%
3-Year 11.60%
5-Year 15.96%
10-Year 13.35%

Performance & Risk

YTD Return 22.23%
5y Average Return 16.18%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Columbia Threadneedle
Net Assets 1.53B
YTD Return 20.24%
Yield 0.77%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks, preferred stocks and convertible securities and may invest in exchange-traded funds.

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