Columbia Large Cap Growth Opp R (CLGPX)

Fund Assets	1.33B
Expense Ratio	1.242%
Min. Investment	$2,000
Turnover	53.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jun 22, 2026

Previous Close	19.82
YTD Return	10.77%
1-Year Return	12.53%
5-Year Return	51.36%
52-Week Low	15.86
52-Week High	20.54
Beta (5Y)	1.04
Holdings	55
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.

• Fund Family: Columbia Threadneedle
• Category: Large-Cap Growth
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CLGPX
• Share Class: Class R
• Index: Russell 1000 Growth TR

Performance

CLGPX had a total return of 12.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.09%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.72%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.65%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CLRYX	Institutional 3 Class	0.66%
CADRX	Institutional 2 Class	0.70%
NFEDX	Class S	0.76%
NFEPX	Institutional Class	0.76%

Top 10 Holdings

54.21% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	15.05%
Alphabet Inc.	GOOGL	6.01%
Apple Inc.	AAPL	5.93%
Microsoft Corporation	MSFT	5.62%
Broadcom Inc.	AVGO	5.18%
Eli Lilly and Company	LLY	3.69%
Meta Platforms, Inc.	META	3.66%
Visa Inc.	V	3.33%
Micron Technology, Inc.	MU	3.05%
Palo Alto Networks, Inc.	PANW	2.69%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 22, 2026	$0.82969	Jun 22, 2026
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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