Columbia Large Cap Growth Opportunity Fund Class A (NFEAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
17.38
-0.37 (-2.08%)
Aug 1, 2025, 4:00 PM EDT
-2.08%
Fund Assets1.27B
Expense Ratio1.05%
Min. Investment$2,000
Turnover35.00%
Dividend (ttm)0.61
Dividend Yield3.51%
Dividend Growth99.04%
Payout FrequencySemi-Annual
Ex-Dividend Daten/a
Previous Close17.75
YTD Return6.17%
1-Year Return17.48%
5-Year Return71.47%
52-Week Low13.47
52-Week High17.85
Beta (5Y)n/a
Holdings41
Inception DateDec 31, 1997

About NFEAX

Columbia Large Cap Growth Opportunity Fund Class A is an actively managed mutual fund focused on achieving long-term capital growth by investing in large-cap companies. The fund seeks opportunities by targeting equity securities of established firms, primarily those with market capitalizations of $5 billion or more, that its managers believe have the potential for above-average earnings growth. The portfolio is concentrated in leading sectors such as technology, consumer discretionary, healthcare, communication services, and financials, with major holdings typically including globally recognized names like Microsoft, NVIDIA, Amazon, Apple, and Alphabet. These positions reflect the fund's emphasis on growth-driven industries, particularly within the U.S. market. With a history dating back to 1997, Columbia Large Cap Growth Opportunity Fund Class A plays a key role within the large-cap growth segment, aiming to capitalize on the market’s misperceptions of growth potential and offering investors diversified access to some of the most dynamic parts of the equity landscape.

Fund Family Columbia Threadneedle
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 17.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.01%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FLGEXFidelityFidelity Large Cap Growth Enhanced Index Fund0.39%
FBCGXFidelityFidelity Blue Chip Growth K6 Fund0.46%
FHOFXFidelityFidelity Series Large Cap Growth Index Fundn/a
LGILXSchwabSchwab Select Large Cap Growth Fund0.75%
FBGRXFidelityFidelity Blue Chip Growth Fund0.69%

Other Share Classes

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

SymbolShare ClassExpense Ratio
CLRYXInstitutional 3 Class0.70%
CADRXInstitutional 2 Class0.74%
NFEPXInstitutional Class0.80%
CSFRXAdvisor Class0.80%

Top 10 Holdings

62.18% of assets
NameSymbolWeight
Microsoft CorporationMSFT13.33%
NVIDIA CorporationNVDA11.16%
Amazon.com, Inc.AMZN8.02%
Alphabet Inc.GOOGL6.02%
Meta Platforms, Inc.META5.64%
Apple Inc.AAPL5.38%
Visa Inc.V3.62%
Broadcom Inc.AVGO3.22%
Eli Lilly and CompanyLLY2.97%
Costco Wholesale CorporationCOST2.83%

Dividend History

Ex-DividendAmountPay Date
Jun 13, 2025$0.60818Jun 13, 2025
Dec 6, 2024$0.20152Dec 6, 2024
Jun 14, 2024$0.40681Jun 14, 2024
Jun 22, 2022$2.57772Jun 22, 2022
Dec 7, 2021$5.88617Dec 7, 2021
Jun 14, 2021$2.227Jun 14, 2021