NFEPX Mutual Fund

NFEPX Mutual Fund (Columbia Large Cap Growth Opportunity Fund Institutional Class) is managed by Columbia Threadneedle Investments with $291.5M in net assets. NFEPX expense ratio is 0.76%, holding 44 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1997-12-31.

NFEPX performance shows a YTD return of 6.34%. The 1-year return is 12.95% and the 5-year return is 7.87%. NFEPX dividend yield stands at 5.91%, paid semi-annually.

NFEPX 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 NFEPX holdings, NFEPX sectors, or NFEPX dividends.

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