Columbia Select Large Fund Quote
CGTRX Fund | USD 9.39 0.05 0.54% |
PerformanceVery Strong
| Odds Of DistressLow
|
Columbia Select is trading at 9.39 as of the 20th of July 2025; that is 0.54% up since the beginning of the trading day. The fund's open price was 9.34. Columbia Select has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks of U.S. and foreign companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 1000 Growth Index. More on Columbia Select Large
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
Fund Concentration | Columbia Funds, Large Growth Funds, Large Growth, Columbia (View all Sectors) |
Update Date | 30th of June 2025 |
Columbia Select Large [CGTRX] is traded in USA and was established 20th of July 2025. Columbia Select is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Columbia family. This fund currently has accumulated 3.72 B in assets under management (AUM) with no minimum investment requirementsColumbia Select Large is currently producing year-to-date (YTD) return of 8.01%, while the total return for the last 3 years was 21.65%.
Check Columbia Select Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Select Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Select Large Mutual Fund Constituents
IDXX | IDEXX Laboratories | Stock | Health Care | |
COST | Costco Wholesale Corp | Stock | Consumer Staples | |
BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
NVDA | NVIDIA | Stock | Information Technology | |
FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
MTCH | Match Group | Stock | Communication Services | |
EW | Edwards Lifesciences Corp | Stock | Health Care |
Columbia Select Large Risk Profiles
Mean Deviation | 0.7682 | |||
Semi Deviation | 0.7642 | |||
Standard Deviation | 1.13 | |||
Variance | 1.27 |
Columbia Select Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Select financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Select security.
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
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