Columbia Large Cap Growth Opp Inst3 (CLRYX)

Fund Assets	1.33B
Expense Ratio	0.64%
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	24.81
YTD Return	11.28%
1-Year Return	13.22%
5-Year Return	56.02%
52-Week Low	20.02
52-Week High	25.96
Beta (5Y)	1.04
Holdings	55
Inception Date	Mar 1, 2017

About CLRYX

Columbia Large Cap Growth Opportunity Fund Class I3 is a mutual fund focused on investing in large-cap U.S. companies with strong growth potential. The fund primarily targets common stocks of businesses that the investment manager believes have the capacity for long-term, above-average earnings growth. Using a fundamental analysis approach, the fund seeks opportunities within sectors experiencing rapid expansion, often emphasizing leadership in innovation and high earnings momentum. The portfolio typically features significant allocations to technology, consumer cyclical, and healthcare companies—industries that are major drivers of the modern economy. This fund is designed for investors seeking diversified exposure to established market leaders and emerging growth stories within the large-cap segment. By aligning its holdings with the Russell 1000 Growth Index, the fund maintains a focus on companies with robust financials and strategic competitive advantages, playing a key role as a growth-oriented vehicle within the broader equity market landscape.

• Fund Family: Columbia Threadneedle
• Category: Large-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CLRYX
• Share Class: Institutional 3 Class
• Index: Russell 1000 Growth TR

Performance

CLRYX had a total return of 13.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.08%.

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	0.46%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.73%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CADRX	Institutional 2 Class	0.70%
NFEDX	Class S	0.76%
NFEPX	Institutional Class	0.76%
NFEAX	Class A	1.01%

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 16, 2026

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