Columbia Large Cap Growth Opp S (NFEDX)
| Fund Assets | 1.31B |
| Expense Ratio | 0.76% |
| Min. Investment | $2,000 |
| Turnover | 53.00% |
| Dividend (ttm) | 1.37 |
| Dividend Yield | 5.84% |
| Dividend Growth | 69.52% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Jun 22, 2026 |
| Previous Close | 23.52 |
| YTD Return | 7.79% |
| 1-Year Return | 18.61% |
| 5-Year Return | n/a |
| 52-Week Low | 19.65 |
| 52-Week High | 25.47 |
| Beta (5Y) | n/a |
| Holdings | 44 |
| Inception Date | n/a |
About NFEDX
Columbia Large Cap Growth Opportunities Fund is an actively managed mutual fund focused on investing in large-cap U.S. companies with significant growth potential. Its primary objective is to seek long-term capital appreciation by identifying firms that are expected to deliver above-average earnings growth relative to their peers. The fund typically concentrates its holdings in sectors such as technology, consumer discretionary, communication services, healthcare, and financial services, reflecting a bias toward innovative and market-leading enterprises. Top holdings often include industry giants like Microsoft, NVIDIA, Amazon, Apple, and Alphabet, positioning the portfolio to capture trends shaping the U.S. economy. The fund may allocate up to 20% of its assets to foreign securities, offering some international diversification. With total assets exceeding $1 billion and a focus on large-cap growth companies, Columbia Large Cap Growth Opportunities Fund plays a prominent role in investor portfolios seeking exposure to high-growth segments of the equity market.
Performance
NFEDX had a total return of 18.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.39%.
Top 10 Holdings
64.55% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.31% |
| Microsoft Corporation | MSFT | 10.41% |
| Alphabet Inc. | GOOGL | 7.57% |
| Apple Inc. | AAPL | 6.89% |
| Amazon.com, Inc. | AMZN | 6.47% |
| Meta Platforms, Inc. | META | 5.04% |
| Broadcom Inc. | AVGO | 4.83% |
| Eli Lilly and Company | LLY | 4.19% |
| Visa Inc. | V | 3.07% |
| Costco Wholesale Corporation | COST | 2.77% |
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 |