Nasdaq - Delayed Quote USD

Columbia Large Cap Growth R (CGWRX)

63.71
-0.15
(-0.23%)
At close: 8:05:21 AM EDT
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  • Previous Close 63.86
  • YTD Return -9.07%
  • Expense Ratio 1.23%
  • Category Large Growth
  • Last Cap Gain 65.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.35B
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.01
  • Inception Date Oct 30, 1998

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.

Columbia Threadneedle

Fund Family

Large Growth

Fund Category

5.35B

Net Assets

1998-10-30

Inception Date

Performance Overview: CGWRX

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Trailing returns as of 5/8/2025. Category is Large Growth.

YTD Return

CGWRX
9.07%
Category
12.38%
 

1-Year Return

CGWRX
11.70%
Category
41.70%
 

3-Year Return

CGWRX
13.38%
Category
22.56%
 

5-Year Return

CGWRX
14.87%
Category
21.98%
 

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Holdings: CGWRX

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Sector Weightings

SectorCGWRX
Technology   44.11%
Healthcare   9.32%
Industrials   5.29%
Real Estate   1.29%
Utilities   0.00%
Energy   0.00%

Recent News: CGWRX

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Research Reports: CGWRX

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