Nasdaq - Delayed Quote USD
Columbia Select Large Cap Equity Adv (CLSRX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 24.31% |
| 5y Average Return | 15.84% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 21, 2024) | 29.80% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 29.80% |
| Worst 3Y Total Return | 7.76% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CLSRX
Category
- YTD
- 19.03%
- 5.31%
- 1-Month
- -1.02%
- -4.19%
- 3-Month
- 2.59%
- 3.90%
- 1-Year
- 34.99%
- 20.31%
- 3-Year
- 8.54%
- 6.48%
- 5-Year
- 15.38%
- 11.78%
- 10-Year
- 13.02%
- 10.96%
- Last Bull Market
- 24.46%
- 25.56%
- Last Bear Market
- -16.11%
- -15.11%
Annual Total Return (%) History
Year
CLSRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.75% | 6.28% | 3.10% | -- |
| 2023 | 7.76% | 10.89% | -3.97% | 11.82% |
| 2022 | -5.03% | -16.11% | -5.28% | 6.83% |
| 2021 | 7.73% | 8.70% | -0.84% | 11.79% |
| 2020 | -17.61% | 20.77% | 7.75% | 11.54% |
| 2019 | 13.20% | 4.48% | 0.21% | 8.56% |
| 2018 | -1.04% | 2.91% | 7.75% | -13.87% |
| 2017 | 6.41% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 57 |
| 3-Month | 69 |
| 1-Year | 59 |
| 3-Year | 35 |
| 5-Year | 17 |
Load Adjusted Returns
| 1-Year | 34.99% |
| 3-Year | 8.54% |
| 5-Year | 15.38% |
| 10-Year | 13.02% |
Performance & Risk
| YTD Return | 24.31% |
| 5y Average Return | 15.84% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Columbia Threadneedle |
| Net Assets | 1.5B |
| YTD Return | 19.03% |
| Yield | 0.78% |
| Morningstar Rating | |
| Inception Date | Jul 05, 2017 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks, preferred stocks and convertible securities and may invest in exchange-traded funds.
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