About URLGX
Columbia Select Large Cap Growth Fund Class R is a mutual fund focused on providing investors exposure to large-cap companies in the United States that are considered to have strong long-term growth potential. The fund primarily invests in common stocks of established firms with significant market capitalizations, aiming for capital appreciation by selecting businesses that demonstrate robust earnings growth and competitive advantages within their industries. Its portfolio is typically concentrated, comprising around 25 to 35 holdings, with notable positions in technology, consumer cyclical, and healthcare sectors—such as NVIDIA, Apple, Microsoft, Amazon, and Eli Lilly—reflecting a tilt toward innovative and leading market players. By concentrating on large, growth-oriented companies, the fund seeks to capture gains from segments of the economy expected to outperform over the long run. Managed by Columbia Threadneedle Investments, the fund serves investors looking for an actively managed approach to U.S. large-cap growth, making it a relevant option within diversified equity strategies in retirement plans and portfolios seeking capital growth potential.
Fund Family Columbia Threadneedle
Category Large Growth
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol URLGX
Share Class Class R
Index Russell 1000 Growth TR
URLGX had a total return of 12.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.95%.
