Columbia Select Large Cap Equity’s sufficient resources and decent approach are acceptable but don’t give this strategy a long-term edge.
Columbia Select Large Cap Equity Inst NSEPX
- NAV / 1-Day Return 21.73 / +0.78 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.650%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.77%
- Turnover 61%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 11:57 PM GMT+0
Morningstar’s Analysis NSEPX
Will NSEPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.63 | 115.5 Mil | Technology |
NVIDIA Corp | 6.73 | 102.0 Mil | Technology |
Apple Inc | 6.33 | 95.9 Mil | Technology |
Alphabet Inc Class C | 4.86 | 73.7 Mil | Communication Services |
Amazon.com Inc | 4.63 | 70.2 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.45 | 52.2 Mil | Communication Services |
Eli Lilly and Co | 2.63 | 39.8 Mil | Healthcare |
Exxon Mobil Corp | 2.49 | 37.7 Mil | Energy |
UnitedHealth Group Inc | 2.44 | 37.0 Mil | Healthcare |
Mastercard Inc Class A | 2.35 | 35.5 Mil | Financial Services |