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Columbia Large Cap Growth Fund Class R: (MF: CGWRX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$72.59 USD
-0.22 (-0.30%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.45 | 59 |
| 3 months | 17.40 | 20 |
| 6 months | 4.45 | 59 |
| 1 Year | 12.55 | 52 |
| 3 Year | 23.75 | 15 |
| 5 Year | 15.71 | 25 |
| 10 Year | 14.23 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 12.55 |
| 5 Year | 15.71 |
| 10 Year | 14.24 |
| Since Inception | 15.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.03 | 17.40 | NA | NA |
| 2024 | 11.03 | 9.66 | 2.06 | 5.57 |
| 2023 | 13.47 | 15.22 | -4.48 | 14.64 |
| 2022 | -10.05 | -22.14 | -5.38 | 2.08 |
| 2021 | 4.11 | 12.76 | 0.03 | 9.34 |
| 2020 | -12.99 | 26.26 | 9.10 | 11.55 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.45 | 31.19 | 43.17 | -32.35 | 28.41 | 33.70 | 35.46 | -4.40 | 27.35 | 0.56 | 8.57 |
| % Total Return Rel to Index | -1.75 | 6.17 | 16.93 | -14.15 | -0.27 | 15.30 | 3.97 | -0.01 | 5.55 | -11.37 | 7.18 |
| % Total Return Rel to Peer | -0.69 | 11.80 | 20.17 | -12.65 | 6.35 | 13.79 | 7.04 | 2.45 | 6.67 | -7.25 | 10.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 2.00 | 1.00 | 2.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 4.05 | 2.51 | 0.00 | 5.24 | 6.58 | 3.67 | 3.37 | 2.52 | 0.46 | 3.50 |
| Expense Ratio | 1.22 | 1.23 | 1.25 | 1.23 | 1.24 | 1.27 | 1.29 | 1.30 | 1.34 | 1.36 | 1.36 |
* 1 = Top 20%, 5 = Bottom 20%