About CCWRX
Columbia Select Large Cap Growth Fund Institutional 3 Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in large-cap U.S. companies with high growth potential. The fund’s strategy emphasizes a concentrated portfolio, typically allocating at least 80% of its assets to equities, especially in sectors and industries poised for rapid expansion. Reflecting its large growth investment style, the fund targets established companies such as NVIDIA, Amazon, Microsoft, and Alphabet, with over half of its assets commonly concentrated in its top ten holdings. This approach provides investors with exposure to market-leading businesses in technology, consumer cyclical, healthcare, and communication services sectors. The fund is designed for institutional investors, offering a competitive expense ratio compared to similar funds, and it seeks to capitalize on opportunities within the dynamic landscape of U.S. large-cap equities. Its role in the financial market is to serve as a vehicle for investors aiming to benefit from the capital growth of some of the most influential and innovative corporations in the U.S.
Fund Family Columbia Threadneedle
Category Large-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CCWRX
Share Class Institutional 3 Class
Index Russell 1000 Growth TR
CCWRX had a total return of 13.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.88%.
