About CLEYX
Columbia Select Large Cap Equity Fund Institutional 3 Class is a mutual fund specializing in U.S. large-cap equities. The fund’s primary objective is long-term capital appreciation, achieved by investing at least 80% of its net assets in growth and value stocks of large-cap companies, generally within the market capitalization range of the S&P 500 Index. Its investment approach employs fundamental analysis, seeking to identify companies with strong growth prospects and attractive valuations for inclusion in its diversified portfolio. The fund’s holdings are heavily weighted toward leading sectors such as technology, communication services, consumer discretionary, and financials. Major positions include prominent companies like Microsoft, Alphabet, NVIDIA, Apple, Amazon, and Meta Platforms, reflecting its focus on industry leaders and innovators. The fund is benchmarked against the S&P 500 Index, aiming to deliver competitive performance relative to this widely recognized standard for U.S. large-cap stocks. Designed for institutional investors, this share class offers a low expense ratio and caters to those seeking exposure to established U.S. companies with the potential for long-term growth and stability in their equity allocations.
Fund Family Columbia Threadneedle
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CLEYX
Share Class Institutional 3 Class
Index S&P 500 TR
CLEYX had a total return of 12.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.61%.
