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Columbia Select Large Cap Equity Fund Class I2: (MF: CLCRX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$22.99 USD
+0.16 (0.70%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.14 | 25 |
| 3 months | 6.55 | 35 |
| 6 months | 11.63 | 11 |
| 1 Year | 25.97 | 33 |
| 3 Year | 9.19 | 12 |
| 5 Year | 16.25 | 15 |
| 10 Year | 13.20 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 25.37 |
| 5 Year | 15.40 |
| 10 Year | 13.20 |
| Since Inception | 14.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.81 | 6.27 | NA | NA |
| 2023 | 7.79 | 10.88 | -3.94 | 11.84 |
| 2022 | -5.01 | -16.10 | -5.30 | 6.85 |
| 2021 | 7.66 | 8.74 | -0.81 | 11.83 |
| 2020 | -17.50 | 20.74 | 7.79 | 11.59 |
| 2019 | 13.31 | 4.47 | 0.20 | 8.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.14 | 28.40 | -19.36 | 29.87 | 19.83 | 28.84 | -5.43 | 24.51 | 10.18 | 3.97 | 12.00 |
| % Total Return Rel to Index | -0.40 | 2.15 | -1.15 | 1.19 | 1.43 | -2.64 | -1.04 | 2.72 | -1.75 | 2.58 | -1.64 |
| % Total Return Rel to Peer | 4.29 | 5.40 | 0.33 | 7.81 | -0.08 | 0.41 | 1.42 | 3.84 | 2.36 | 5.57 | 3.79 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 2.00 |
| % Dividends | 0.05 | 0.18 | 0.17 | 0.20 | 0.25 | 0.17 | 0.18 | 0.12 | 0.15 | 0.00 | 0.00 |
| % Yield | 0.21 | 0.86 | 0.96 | 0.87 | 1.34 | 1.00 | 1.28 | 0.75 | 1.14 | 0.00 | 0.00 |
| Capital Gains ($) | 0.60 | 0.73 | 0.80 | 1.31 | 0.95 | 0.62 | 1.22 | 0.71 | 0.12 | 1.48 | 2.04 |
| Expense Ratio | 0.51 | 0.48 | 0.47 | 0.46 | 0.46 | 0.46 | 0.80 | 0.83 | 0.84 | 0.85 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%