CLGPX Mutual Fund

CLGPX Mutual Fund (Columbia Large Cap Growth Opportunity Fund Class R) is managed by Columbia Threadneedle Investments with $14.1M in net assets. CLGPX expense ratio is 1.26%, holding 44 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2016-10-26.

CLGPX performance shows a YTD return of 6.03%. The 1-year return is 12.39% and the 5-year return is 7.33%. CLGPX dividend yield stands at 7.40%, paid semi-annually.

CLGPX top holdings include Nvidia Corp. (13.9%), Microsoft Corp (8.6%), Apple, Inc (7.1%), Alphabet Inc Common Stock USD 0.001 (6.5%), Broadcom Inc (6.0%). Go to all CLGPX holdings, CLGPX sectors, or CLGPX dividends.

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