Columbia Large Cap Fund Quote

CGWRX Fund  USD 73.62  0.17  0.23%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Columbia Large is trading at 73.62 as of the 20th of July 2025; that is 0.23% increase since the beginning of the trading day. The fund's open price was 73.45. Columbia Large has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 25th of June 2024 and ending today, the 20th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It may invest up to 20 percent of its total assets in foreign securities.. More on Columbia Large Cap

Moving together with Columbia Mutual Fund

  0.86SRINX Columbia Porate IncomePairCorr
  0.94CUSBX Columbia Ultra ShortPairCorr
  0.96CDAZX Multi Manager DirectPairCorr
  0.98CUURX Columbia Small CapPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Growth Funds, Large Growth, Columbia, Large Growth, Large Growth (View all Sectors)
Update Date30th of June 2025
Columbia Large Cap [CGWRX] is traded in USA and was established 20th of July 2025. Columbia Large 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 3.9 B in assets under management (AUM) with no minimum investment requirementsColumbia Large Cap is currently producing year-to-date (YTD) return of 5.22%, while the total return for the last 3 years was 22.83%.
Check Columbia Large 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 Large Cap 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 Large Cap Mutual Fund Constituents

EAElectronic ArtsStockCommunication Services
CMCSAComcast CorpStockCommunication Services
AVGOBroadcomStockInformation Technology
NKENike IncStockConsumer Discretionary
BKNGBooking HoldingsStockConsumer Discretionary
HONHoneywell InternationalStockIndustrials
GOOGAlphabet Inc Class CStockCommunication Services
VVisa Class AStockFinancials
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Columbia Large Cap Risk Profiles

Columbia Large Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Large 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 Large security.
Equity Forecasting
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Fundamental Analysis
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