About CLGEX
Columbia Large Cap Growth Fund Class E is a mutual fund that focuses on long-term capital appreciation by investing primarily in large-cap U.S. companies exhibiting strong growth potential. The fund targets businesses known for their robust earnings prospects, competitive market positions, and innovative capabilities. Its portfolio is concentrated in sectors such as technology, communication services, consumer discretionary, and healthcare, with a significant proportion of assets held in industry leaders like NVIDIA, Apple, Microsoft, Amazon, Meta Platforms, and Alphabet. The fund maintains a large-growth investment style, aiming to capitalize on trends shaping the broader U.S. economy. With over $6 billion in total assets and a substantial allocation—over 63%—to its top ten holdings, the fund is designed for investors seeking exposure to some of the most dynamic and transformative companies in the large-cap growth segment. Its approach involves active portfolio management and regular rebalancing to maintain alignment with its growth objectives.
Fund Family Columbia Threadneedle
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CLGEX
Share Class Class E
Index Russell 1000 Growth TR
CLGEX had a total return of 12.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.87%.
