Columbia Large Cap Growth Opp Inst (NFEPX)

Fund Assets	1.28B
Expense Ratio	0.76%
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	23.84
YTD Return	8.98%
1-Year Return	15.69%
5-Year Return	48.15%
52-Week Low	19.65
52-Week High	25.47
Beta (5Y)	1.04
Holdings	54
Inception Date	Dec 31, 1997

About NFEPX

The Columbia Large Cap Growth Opportunity Fund Institutional Class is a mutual fund focused on investing in large-cap U.S. companies with strong growth potential. Its primary objective is to achieve long-term capital appreciation by selecting firms the fund managers believe can deliver above-average earnings growth over time. The portfolio predominantly features equities, and the fund targets businesses that are leaders in rapidly expanding industries, favoring those demonstrating robust fundamentals and strong market positions. This fund plays a significant role in the large-growth segment of the equity market, appealing to institutional investors seeking diversified exposure to established yet fast-growing American companies. It typically holds a concentrated selection of stocks, often allocating considerable weight to leading technology, consumer cyclical, and communication services firms, among others. The fund is actively managed, with holdings and sector allocations adjusted in response to market opportunities and economic trends. By focusing on large-cap growth equities, the fund aims to participate in the performance of some of the most innovative and dynamic segments of the U.S. economy.

• Fund Family: Columbia Threadneedle
• Category: Large Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: NFEPX
• Share Class: Institutional Class
• Index: Russell 1000 Growth TR

Performance

NFEPX had a total return of 15.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.51%.

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	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth Fund - Class K	0.54%

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	0.66%
CADRX	Institutional 2 Class	0.70%
NFEDX	Class S	0.76%
NFEAX	Class A	1.01%

Top 10 Holdings

53.61% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.62%
Alphabet Inc.	GOOGL	6.36%
Apple Inc.	AAPL	5.47%
Microsoft Corporation	MSFT	5.41%
Broadcom Inc.	AVGO	5.28%
Meta Platforms, Inc.	META	3.94%
Eli Lilly and Company	LLY	3.86%
Micron Technology, Inc.	MU	3.66%
Advanced Micro Devices, Inc.	AMD	3.14%
Amazon.com, Inc.	AMZN	2.87%

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:

Aug 27, 2026

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