Nasdaq - Delayed Quote USD

Columbia Select Large Cap Equity Fund (NSGAX)

22.41 +0.08 (+0.36%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Large Blend
Fund Family Columbia Threadneedle
Net Assets 1.53B
YTD Return 19.98%
Yield 0.57%
Morningstar Rating
Inception Date Oct 02, 2024

Performance & Risk

YTD Return 21.95%
5y Average Return 15.89%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

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