Columbia Select Large Cap Equity Inst2 (CLCRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Columbia Select Large Cap Equity Inst2
Boston MA 02111
One Financial Center
Columbia Funds Series Trust
Management information
,Lead manager since 30 January 2024
Michael Guttag is an associate portfolio manager at Columbia Threadneedle Investments on the Select Large Cap Core team. He was previously a Head of Sector Strategies and Data Services Managing Director at Renaissance Macro Research where he covered equities, fixed income, commodities, and currencies globally with a focus on U.S. sector analysis using methodology incorporating technical, quantitative, and fundamental disciplines. Prior to joining Renaissance Macro Research, he was an Equity Research Associate in research at Jefferies. Michael earned a double major in Finance (BS) and American History (BA) from Syracuse University, Martin J. Whitman School of Management where he graduated Magna Cum Laude.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyColumbia Threadneedle
Net assets1.39B
YTD return5.91%
Yield0.88%
Morningstar rating★★★★★
Inception date1 Aug 1999
Fund operations
Last dividend0.19
Last cap gain22.00
Holdings turnover55.00%
Average for categoryN/A
Fees and expenses
ExpenseCLCRXCategory average
Annual report expense ratio (net)0.85%0.84%
Prospectus net expense ratio0.85%N/A
Prospectus gross expense ratio1.13%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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