Nasdaq - Delayed Quote USD

Columbia Select Large Cap Equity Inst3 (CLEYX)

20.57
-0.37
(-1.77%)
At close: 8:05:26 AM EDT
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  • Previous Close 20.94
  • YTD Return -8.16%
  • Expense Ratio 0.54%
  • Category Large Blend
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.38B
  • Beta (5Y Monthly) 0.98
  • Yield 0.66%
  • 5y Average Return --
  • Holdings Turnover 56.00%
  • Last Dividend 0.14
  • Inception Date Mar 1, 2017

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.

Columbia Threadneedle

Fund Family

Large Blend

Fund Category

1.38B

Net Assets

2017-03-01

Inception Date

Performance Overview: CLEYX

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Trailing returns as of 5/21/2025. Category is Large Blend.

YTD Return

CLEYX
8.16%
Category
5.31%
 

1-Year Return

CLEYX
7.79%
Category
20.31%
 

3-Year Return

CLEYX
10.96%
Category
6.48%
 

5-Year Return

CLEYX
14.62%
Category
11.78%
 

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Holdings: CLEYX

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Sector Weightings

SectorCLEYX
Technology   30.27%
Healthcare   10.77%
Industrials   9.01%
Utilities   4.91%
Real Estate   3.59%
Energy   2.99%

Recent News: CLEYX

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Research Reports: CLEYX

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