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Columbia Large Cap Growth Fund Class E: (MF: CLGEX)
(NASDAQ Mutual Funds) As of Jul 17, 2025 08:00 PM ET
$74.01 USD
+0.47 (0.64%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.43 | 59 |
| 3 months | 17.37 | 20 |
| 6 months | 4.43 | 59 |
| 1 Year | 12.55 | 52 |
| 3 Year | 23.68 | 15 |
| 5 Year | 15.66 | 26 |
| 10 Year | 14.29 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.88 |
| Bull Market (2/09 - 3/21) | 1,162.96 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 7.70 |
| 5 Year | 14.64 |
| 10 Year | 13.80 |
| Since Inception | 11.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.03 | 17.37 | NA | NA |
| 2024 | 11.02 | 9.65 | 2.06 | 5.58 |
| 2023 | 13.42 | 15.19 | -4.49 | 14.61 |
| 2022 | -10.06 | -22.15 | -5.40 | 2.07 |
| 2021 | 4.11 | 12.73 | 0.03 | 9.32 |
| 2020 | -12.95 | 26.29 | 9.11 | 11.55 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.43 | 31.20 | 43.02 | -32.40 | 28.36 | 33.81 | 35.67 | -4.27 | 27.52 | 0.72 | 8.73 |
| % Total Return Rel to Index | -1.77 | 6.18 | 16.77 | -14.19 | -0.31 | 15.41 | 4.18 | 0.12 | 5.72 | -11.21 | 7.34 |
| % Total Return Rel to Peer | -0.71 | 11.81 | 20.02 | -12.70 | 6.30 | 13.89 | 7.25 | 2.58 | 6.84 | -7.09 | 10.32 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 2.00 | 1.00 | 2.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 |
| Capital Gains ($) | 0.00 | 4.05 | 2.51 | 0.00 | 5.23 | 6.58 | 3.67 | 3.36 | 2.51 | 0.46 | 3.50 |
| Expense Ratio | 1.23 | 1.27 | 1.36 | 1.28 | 1.26 | 1.12 | 1.14 | 1.15 | 1.19 | 1.20 | 1.21 |
* 1 = Top 20%, 5 = Bottom 20%