CGTRX Mutual Fund

CGTRX Mutual Fund (Columbia Select Large Cap Growth Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $19.8M in net assets. CGTRX expense ratio is 0.70%, holding 54 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2012-11-08.

CGTRX performance shows a YTD return of 11.38%. The 1-year return is 14.78% and the 5-year return is 6.90%. CGTRX dividend yield stands at 9.62%, paid semi-annually.

CGTRX top holdings include Nvidia Corp (15.6%), Microsoft Corp (7.4%), Alphabet Inc,class A (5.7%), Apple, Inc (5.3%), Broadcom Inc (5.0%). Go to all CGTRX holdings, CGTRX sectors, or CGTRX dividends.

CGTRX can be compared against other funds. Use CGTRX overlap to find shared positions, or CGTRX vs another fund for a side-by-side view. CGTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.