Nasdaq - Delayed Quote USD

Columbia Large Cap Growth Opp A (NFEAX)

16.33
+0.68
+(4.35%)
At close: 6:49:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.54%
5y Average Return 11.91%
Number of Years Up 20
Number of Years Down 7
Best 1Y Total Return (May 8, 2025) 40.49%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 40.49%
Worst 3Y Total Return 3.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NFEAX
Category
YTD
-9.66%
12.38%
1-Month
2.20%
5.09%
3-Month
-11.48%
10.28%
1-Year
9.04%
41.70%
3-Year
9.55%
22.56%
5-Year
11.84%
21.98%
10-Year
11.47%
15.99%
Last Bull Market
20.82%
25.99%
Last Bear Market
-19.58%
-17.29%

Annual Total Return (%) History

Year
NFEAX
Category
2025
--
--
2024
24.46%
--
2023
31.26%
--
2022
-29.68%
--
2021
19.07%
--
2020
40.49%
35.86%
2019
35.94%
31.90%
2018
-4.37%
-2.09%

2017
27.58%
27.67%
2016
1.26%
3.23%
2015
2.64%
3.60%
2014
11.68%
10.00%
2013
37.67%
33.92%
2012
11.79%
15.34%
2011
-2.65%
-2.46%
2010
18.52%
15.53%
2009
30.22%
35.68%
2008
-39.77%
-40.67%
2007
13.18%
13.35%
2006
8.35%
7.05%
2005
9.59%
6.71%
2004
10.67%
7.81%
2003
31.34%
28.66%
2002
-15.73%
-27.64%
2001
-19.11%
-22.30%
2000
-17.32%
-13.05%
1999
52.85%
38.87%
1998
50.14%
34.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -11.60% -- -- --
2024 8.55% 7.15% 1.62% 5.29%
2023 10.48% 7.39% -4.77% 16.17%
2022 -11.59% -19.58% -6.24% 5.48%
2021 2.49% 9.75% -0.17% 6.04%
2020 -13.57% 28.40% 13.14% 11.90%
2019 16.58% 4.89% -0.11% 11.29%
2018 2.57% 4.53% 8.43% -17.74%
2017 9.32% 6.83% 4.75% 4.29%
2016 -3.71% 0.25% 6.07% -1.10%

2015 2.60% 1.28% -8.85% 8.36%
2014 -1.32% 6.71% 4.18% 1.81%
2013 11.29% 4.30% 6.41% 11.46%
2012 16.15% -5.32% 3.56% -1.84%
2011 4.84% -1.47% -14.36% 10.04%
2010 6.36% -13.88% 13.78% 13.71%
2009 -8.20% 15.08% 15.62% 6.62%
2008 -13.72% -0.05% -11.47% -21.11%
2007 -0.50% 2.57% 10.68% 0.20%
2006 4.30% -4.69% 0.15% 8.84%
2005 -4.28% 2.94% 6.49% 4.44%
2004 0.66% -2.26% 0.55% 11.88%
2003 0.00% 14.49% 4.20% 10.10%
2002 4.64% -3.36% -14.44% -2.61%
2001 -17.82% 4.51% -14.94% 10.73%
2000 -0.31% -7.95% 3.38% -12.85%
1999 11.53% 3.26% -0.29% 33.11%
1998 21.40% 10.97% -8.99% 22.46%

Rank in Category (By Total Return)

YTD 87
1-Month 29
3-Month 79
1-Year 76
3-Year 89
5-Year 83

Load Adjusted Returns

1-Year 2.77%
3-Year 7.41%
5-Year 10.53%
10-Year 10.81%

Performance & Risk

YTD Return -7.54%
5y Average Return 11.91%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Columbia Threadneedle
Net Assets 1.12B
YTD Return -9.66%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

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 invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20% of its total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.

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