About RGERX
The Columbia Select Global Equity Fund Institutional 2 Class is a mutual fund focused on providing long-term capital growth through global equity investments. The fund allocates at least 80% of its net assets to equity securities across various industries and geographic regions, emphasizing large-cap and growth-oriented companies. Its portfolio features notable holdings in prominent technology, financial services, consumer cyclical, and industrial sectors, including companies like Microsoft, Mastercard, Amazon, and Taiwan Semiconductor Manufacturing. Managed by one of the nation's largest asset managers, the fund aims to capture growth opportunities in global markets, balancing diversification and focused exposure to leading multinational corporations. The Institutional 2 Class shares typically cater to investors seeking access to a professionally managed global equity strategy with a moderately active turnover and an expense ratio under 1%, reflecting its operational costs relative to assets. Overall, this fund plays a role in diversified portfolios aiming to participate in global economic growth across multiple sectors and regions.
Fund Family Columbia Threadneedle
Category World Large-Stock Growth
Stock Exchange NASDAQ
Ticker Symbol RGERX
Share Class Institutional 2 Class
Index MSCI AC World NR USD
RGERX had a total return of 19.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.40%.
