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Columbia Large Cap Growth Opportunity Fund Class I: (MF: NFEPX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$20.88 USD
+0.16 (0.77%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.83 | 77 |
| 3 months | -0.29 | 45 |
| 6 months | -1.91 | 38 |
| 1 Year | 12.00 | 36 |
| 3 Year | 13.64 | 36 |
| 5 Year | 12.51 | 60 |
| 10 Year | 12.42 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.88 |
| Bear Market (10/07 - 2/09) | -50.59 |
| Bull Market (2/09 - 3/21) | 931.99 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 1.61 |
| 5 Year | 14.76 |
| 10 Year | 11.35 |
| Since Inception | 9.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.56 | NA | NA | NA |
| 2024 | 8.61 | 7.22 | 1.64 | 5.42 |
| 2023 | 10.56 | 7.46 | -4.67 | 16.20 |
| 2022 | -11.56 | -19.51 | -6.18 | 5.53 |
| 2021 | 2.51 | 9.83 | -0.07 | 6.09 |
| 2020 | -13.54 | 28.49 | 13.19 | 12.01 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.83 | 24.78 | 31.61 | -29.52 | 19.36 | 40.87 | 36.35 | -4.12 | 27.94 | 1.52 | 2.93 |
| % Total Return Rel to Index | -2.90 | -0.23 | 5.36 | -11.32 | -9.31 | 22.46 | 4.86 | 0.26 | 6.14 | -10.41 | 1.54 |
| % Total Return Rel to Peer | -2.23 | 5.39 | 8.61 | -9.82 | -2.69 | 20.95 | 7.92 | 2.73 | 7.26 | -6.29 | 4.53 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 1.00 | 2.00 | 2.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.60 | 0.00 | 2.57 | 8.21 | 2.81 | 1.83 | 1.88 | 1.09 | 1.99 | 3.82 |
| Expense Ratio | 0.80 | 0.80 | 0.80 | 0.14 | 0.79 | 0.79 | 0.83 | 0.87 | 0.90 | 0.97 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%