Columbia Select Large Cap Equity Fund Institutional 2 Class

Frequently Asked Questions About CLCRX

What does CLCRX invest in?

The primary objective of this fund is to achieve significant long-term growth for its investors. Typically, it dedicates at least 80% of its net assets—a figure that encompasses any funds acquired through borrowing—to equity investments. These investments primarily target companies whose market value, at the time of acquisition, falls within the range of those found in the S&P 500 Index. Up to one-fifth of the total portfolio may be allocated to international securities. The fund generally holds a mix of equity instruments, such as common and preferred shares, convertible debt, warrants, and rights, and also has the option to invest in exchange-traded funds (ETFs).

What is the expense ratio of CLCRX?

Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX) charges an expense ratio of 0.60%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CLCRX?

Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX) manages $1.51B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CLCRX actively managed or an index fund?

CLCRX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (CLCRX's is 0.60%) because there's no security selection cost.

When was CLCRX launched?

Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX) launched in November 2012 and is managed by the fund issuer.

How has CLCRX performed?

CLCRX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.