Columbia Large Cap Growth Opportunity Fund Class R (CLGPX)
| Fund Assets | 1.28B |
| Expense Ratio | 1.30% |
| Min. Investment | $2,000 |
| Turnover | 35.00% |
| Dividend (ttm) | 0.61 |
| Dividend Yield | 3.73% |
| Dividend Growth | 89.23% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 17.43 |
| YTD Return | -5.30% |
| 1-Year Return | 5.86% |
| 5-Year Return | 37.49% |
| 52-Week Low | 12.62 |
| 52-Week High | 18.93 |
| Beta (5Y) | n/a |
| Holdings | 44 |
| Inception Date | Oct 26, 2016 |
About CLGPX
Columbia Large Cap Growth Opportunity Fund Class R is a mutual fund that specializes in investing in large-cap companies with strong growth potential. The fund seeks capital appreciation by targeting established U.S. firms that demonstrate above-average earnings growth and solid market positions. Its portfolio typically includes a diversified mix of leading names from sectors such as technology, healthcare, consumer discretionary, and communication services. The fund is managed by Columbia Threadneedle Investments, employing a team-driven approach that blends quantitative analysis with fundamental research to identify attractive growth opportunities. Designed for investors seeking access to blue-chip growth stocks, Columbia Large Cap Growth Opportunity Fund Class R plays a significant role in growth-oriented investment strategies, offering exposure to some of the most dynamic and influential companies in the U.S. equity market.
Performance
CLGPX had a total return of 5.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 28.41%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FLGEX | Fidelity | Fidelity Large Cap Growth Enhanced Index Fund | 0.39% |
| FBCGX | Fidelity | Fidelity Blue Chip Growth K6 Fund | 0.46% |
| FHOFX | Fidelity | Fidelity Series Large Cap Growth Index Fund | n/a |
| LGILX | Schwab | Schwab Select Large Cap Growth Fund | 0.75% |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
Top 10 Holdings
65.87% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.01% |
| Microsoft Corporation | MSFT | 11.90% |
| Alphabet Inc. | GOOGL | 8.11% |
| Amazon.com, Inc. | AMZN | 6.96% |
| Apple Inc. | AAPL | 6.59% |
| Meta Platforms, Inc. | META | 4.95% |
| Broadcom Inc. | AVGO | 4.90% |
| Eli Lilly and Company | LLY | 4.01% |
| Visa Inc. | V | 3.15% |
| Costco Wholesale Corporation | COST | 2.30% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 5, 2025 | $0.54295 | Dec 5, 2025 |
| Jun 13, 2025 | $0.60818 | Jun 13, 2025 |
| Dec 6, 2024 | $0.20152 | Dec 6, 2024 |
| Jun 14, 2024 | $0.40681 | Jun 14, 2024 |
| Jun 22, 2022 | $2.57772 | Jun 22, 2022 |
| Dec 7, 2021 | $5.8339 | Dec 7, 2021 |