Columbia Large Cap Fund Quote
| CLXRX Fund | USD 61.94 0.44 0.72% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Large is trading at 61.94 as of the 19th of May 2025; that is 0.72% up since the beginning of the trading day. The fund's open price was 61.5. Columbia Large has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of April 2025 and ending today, the 19th of May 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks that comprise the SP 500 Index . In seeking to match the performance of the index, the Investment Manager attempts to allocate the funds assets among common stocks in approximately the same weightings as the index. More on Columbia Large Cap
Moving together with Columbia Mutual Fund
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Blend Funds, Large Blend, Columbia (View all Sectors) |
| Update Date | 31st of March 2025 |
Columbia Large Cap [CLXRX] is traded in USA and was established 19th of May 2025. Columbia Large is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia family. This fund currently has accumulated 3.77 B in assets under management (AUM) with no minimum investment requirementsColumbia Large Cap is currently producing year-to-date (YTD) return of 1.71% with the current yeild of 0.01%, while the total return for the last 3 years was 15.69%.
Check Columbia Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Large Cap Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples |
Columbia Large Cap Risk Profiles
| Mean Deviation | 1.25 | |||
| Semi Deviation | 2.02 | |||
| Standard Deviation | 1.98 | |||
| Variance | 3.91 |
Columbia Large Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Large financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Large security.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |