Nasdaq - Delayed Quote USD
Columbia Large Cap Growth Inst3 (CGFYX)
71.54
-0.17
(-0.24%)
As of 8:05:20 AM EDT. Market Open.
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 | 43.98% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -7.26% |
| 5y Average Return | 15.38% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CGFYX | Category Average | CGFYX | Category Average | CGFYX | Category Average | |
| Alpha | 1.36 | 0.03 | -1.05 | 0.04 | 0.58 | 0.01 |
| BETA | 1.1 | 0.01 | 1.12 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 1.25 | 0.02 | 1.36 | 0.02 | 1.2 | 0.01 |
| R-squared | 86.33 | 0.89 | 88.18 | 0.87 | 88.88 | 0.87 |
| Standard Deviation | 19.4 | 0.2 | 19.26 | 0.16 | 17.77 | 0.15 |
| Sharpe Ratio | 0.54 | 0.01 | 0.7 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 8.47 | 0.21 | 11.33 | 0.21 | 10.65 | 0.15 |
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