About CGWRX
Columbia Large Cap Growth Fund Class R is a mutual fund focused on achieving long-term capital appreciation by investing predominantly in large-capitalization companies. The fund targets firms with significant growth potential, allocating at least 80% of its assets to equity securities, mainly common stocks of large U.S. corporations. It also allows for up to 20% investment in foreign securities, providing some geographical diversification. Key features include a diversified portfolio with a strong emphasis on technology and consumer cyclical sectors, as reflected by major holdings such as NVIDIA, Apple, Microsoft, Amazon, and Meta Platforms. The fund is actively managed and aims to capture growth opportunities in rapidly expanding industries, making it a prominent player within the large-growth category. Its portfolio is characterized by a relatively high concentration in its top ten holdings, accounting for over 60% of total assets, highlighting a focused investment approach. Managed by Columbia Threadneedle, the fund plays an important role in providing investors access to leading growth companies, contributing to overall market liquidity and efficiency in the large-cap growth segment.
Fund Family Columbia Threadneedle
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CGWRX
Share Class Class R
Index Russell 1000 Growth TR
CGWRX had a total return of 5.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.75%.
