NFEPX Mutual Fund

NFEPX Mutual Fund (Columbia Large Cap Growth Opportunity Fund Institutional Class) is managed by Columbia Threadneedle Investments with $288.3M in net assets. NFEPX expense ratio is 0.76%, holding 54 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1997-12-31.

NFEPX performance shows a YTD return of 10.51%. The 1-year return is 16.94% and the 5-year return is 8.17%. NFEPX dividend yield stands at 5.69%, paid semi-annually.

NFEPX top holdings include Nvidia Corp (15.1%), Alphabet Inc,class A (6.0%), Apple, Inc (5.9%), Microsoft Corp (5.6%), Broadcom Inc (5.2%). 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.