Columbia Large Cap Growth Opp R (CLGPX)
| Fund Assets | 1.31B |
| Expense Ratio | 1.26% |
| Min. Investment | $2,000 |
| Turnover | 53.00% |
| Dividend (ttm) | 1.15 |
| Dividend Yield | 5.95% |
| Dividend Growth | 69.52% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Jun 22, 2026 |
| Previous Close | 18.79 |
| YTD Return | 7.23% |
| 1-Year Return | 16.88% |
| 5-Year Return | 46.21% |
| 52-Week Low | 15.86 |
| 52-Week High | 20.54 |
| Beta (5Y) | 1.04 |
| Holdings | 45 |
| 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 16.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.16%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
61.19% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.87% |
| Microsoft Corporation | MSFT | 8.58% |
| Apple Inc. | AAPL | 7.12% |
| Alphabet Inc. | GOOGL | 6.54% |
| Broadcom Inc. | AVGO | 6.03% |
| Amazon.com, Inc. | AMZN | 5.17% |
| Meta Platforms, Inc. | META | 4.30% |
| Eli Lilly and Company | LLY | 3.86% |
| Micron Technology, Inc. | MU | 2.97% |
| Visa Inc. | V | 2.74% |
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 |