Columbia Large Cap Growth Opportunity Fund Class A (NFEAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.65
-0.01 (-0.06%)
May 30, 2025, 4:00 PM EDT
Fund Assets 1.19B
Expense Ratio 1.05%
Min. Investment $2,000
Turnover n/a
Dividend (ttm) 0.61
Dividend Yield 3.42%
Dividend Growth n/a
Payout Frequency Annual
Ex-Dividend Date Dec 6, 2024
Previous Close 16.66
YTD Return -1.94%
1-Year Return 11.70%
5-Year Return 76.28%
52-Week Low 13.47
52-Week High 17.85
Beta (5Y) n/a
Holdings 39
Inception Date Dec 31, 1997

About NFEAX

The Fund's investment strategy focuses on Growth with 1.04% total expense ratio. The minimum amount to invest in Columbia Funds Series Trust: Columbia Large Cap Growth Opportunity Fund; Class A Shares is $2,000 on a standard taxable account. Columbia Funds Series Trust: Columbia Large Cap Growth Opportunity Fund; Class A Shares seeks long-term growth of capital. NFEAX invests at least 80% of its net assets in equity securities. These investments mostly consist of equity securities of large-capitalization companies that have market capitalizations of $5 billion or more at the time of purchase.

Fund Family Columbia Class A
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol NFEAX
Share Class Class A
Index Russell 1000 Growth TR

Performance

NFEAX had a total return of 11.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.75%.

Chart

Bar chart with 6 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from -1.9434628975265125 to 12.118.
End of interactive chart.

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
FBGRX Fidelity Fidelity Blue Chip Growth Fund 0.69%
FBGKX Fidelity Fidelity Blue Chip Growth Fund - Class K 0.59%

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 0.70%
CADRX Institutional 2 Class 0.74%
NFEPX Institutional Class 0.80%
CSFRX Advisor Class 0.80%

Top 10 Holdings

61.58% of assets
Name Symbol Weight
Microsoft Corporation MSFT 11.74%
NVIDIA Corporation NVDA 9.96%
Amazon.com, Inc. AMZN 8.04%
Apple Inc. AAPL 6.43%
Meta Platforms, Inc. META 5.86%
Alphabet Inc. GOOGL 5.85%
Eli Lilly and Company LLY 4.05%
Visa Inc. V 3.82%
Costco Wholesale Corporation COST 3.11%
Broadcom Inc. AVGO 2.72%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
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 $5.88617 Dec 7, 2021
Jun 14, 2021 $2.227 Jun 14, 2021
Dec 7, 2020 $1.47643 Dec 7, 2020
Full Dividend History