About CADRX
The Columbia Large Cap Growth Opportunity Fund Institutional 2 Class is a mutual fund that targets long-term capital appreciation by investing primarily in large-cap U.S. companies with strong growth potential. The fund focuses on firms that exhibit rapid earnings and revenue expansion, high valuations, and typically operate within fast-growing industries such as technology, consumer cyclical, and healthcare sectors. The portfolio is actively managed and often holds significant positions in leading innovators and industry leaders, as reflected in high allocations to companies like Microsoft, NVIDIA, Amazon, Apple, Alphabet, Meta Platforms, and Tesla. By concentrating on large-cap growth stocks, the fund seeks to harness the performance of companies shaping market trends and driving economic change. Managed by Columbia Management Investment Advisers, LLC, it caters to institutional investors seeking exposure to the upper echelon of U.S. growth equities. The fund plays a prominent role in the large growth mutual fund category, offering diversification across high-profile sectors while positioning investors to potentially benefit from market leaders' continued expansion and innovation.
Fund Family Columbia Threadneedle
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CADRX
Share Class Institutional 2 Class
Index Russell 1000 Growth TR
CADRX had a total return of 17.52% in the past year, including dividends.
Since the fund's inception, the average annual return has been 13.68%.
