Columbia Large Cap Growth Opportunity Fund Class A (NFEAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.94
-0.16 (-0.94%)
Jul 1, 2025, 9:30 AM EDT
5.55%
Fund Assets 1.21B
Expense Ratio 1.05%
Min. Investment $2,000
Turnover 35.00%
Dividend (ttm) 0.61
Dividend Yield 3.51%
Dividend Growth n/a
Payout Frequency Annual
Ex-Dividend Date Dec 6, 2024
Previous Close 17.10
YTD Return 3.48%
1-Year Return 10.73%
5-Year Return 79.18%
52-Week Low 13.47
52-Week High 17.85
Beta (5Y) n/a
Holdings 41
Inception Date Dec 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 10.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.94%.

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

60.93% of assets
Name Symbol Weight
Microsoft Corporation MSFT 12.31%
NVIDIA Corporation NVDA 9.96%
Amazon.com, Inc. AMZN 7.76%
Apple Inc. AAPL 6.12%
Alphabet Inc. GOOGL 5.98%
Meta Platforms, Inc. META 5.29%
Eli Lilly and Company LLY 3.93%
Visa Inc. V 3.73%
Costco Wholesale Corporation COST 3.24%
Broadcom Inc. AVGO 2.60%
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