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Columbia Large Cap Growth Fund Class I3: (MF: CGFYX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$72.22 USD

+0.88 (1.23%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -10.90 90
3 months -10.90 90
6 months -5.80 79
1 Year 5.74 30
3 Year 8.54 22
5 Year 18.09 23
10 Year 13.26 9

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2025

1 Year 5.74
5 Year 18.08
10 Year 13.27
Since Inception 14.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.90 NA NA NA
2024 11.17 9.81 2.22 5.72
2023 13.61 15.40 -4.33 14.79
2022 -9.92 -22.02 -5.24 2.25
2021 4.25 12.92 0.17 9.49
2020 -12.87 26.44 9.26 11.73

Annual Return

20252024202320222021202020192018201720162015
% Total Return -10.9031.9443.98-31.9429.1234.4936.29-3.8128.121.229.29
% Total Return Rel to Index -6.636.9217.73-13.740.4416.084.800.576.33-10.717.90
% Total Return Rel to Peer -5.8712.5520.98-12.247.0614.577.873.047.45-6.5910.89
% Perf Quintile vs Peer* 0.000.001.005.001.002.001.002.002.005.001.00
% Dividends 0.000.000.000.000.000.220.000.000.100.200.00
% Yield 0.000.000.000.000.000.360.000.000.240.570.00
Capital Gains ($) 0.004.052.510.005.586.583.673.372.520.463.50
Expense Ratio 0.650.660.670.660.660.680.690.690.690.690.71

* 1 = Top 20%, 5 = Bottom 20%