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Columbia Large Cap Growth Fund Class I2: (MF: CLWFX)
(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET
$82.99 USD
+1.31 (1.60%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.71 | 56 |
| 3 months | 17.55 | 19 |
| 6 months | 4.71 | 56 |
| 1 Year | 13.14 | 48 |
| 3 Year | 24.40 | 13 |
| 5 Year | 16.32 | 17 |
| 10 Year | 14.86 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.14 |
| 5 Year | 16.31 |
| 10 Year | 14.87 |
| Since Inception | 14.77 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.92 | 17.55 | NA | NA |
| 2024 | 11.16 | 9.80 | 2.20 | 5.70 |
| 2023 | 13.61 | 15.36 | -4.34 | 14.79 |
| 2022 | -9.93 | -22.03 | -5.24 | 2.21 |
| 2021 | 4.25 | 12.89 | 0.17 | 9.47 |
| 2020 | -12.90 | 26.45 | 9.24 | 11.71 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.71 | 31.87 | 43.92 | -31.99 | 29.07 | 34.40 | 36.24 | -3.87 | 28.08 | 1.18 | 9.24 |
| % Total Return Rel to Index | -1.49 | 6.85 | 17.68 | -13.78 | 0.39 | 16.00 | 4.75 | 0.52 | 6.28 | -10.75 | 7.85 |
| % Total Return Rel to Peer | -0.42 | 12.48 | 20.93 | -12.29 | 7.01 | 14.49 | 7.81 | 2.98 | 7.40 | -6.63 | 10.84 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 2.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.00 | 0.00 | 0.09 | 0.18 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 0.00 | 0.00 | 0.20 | 0.53 | 0.00 |
| Capital Gains ($) | 0.00 | 4.05 | 2.51 | 0.00 | 5.55 | 6.58 | 3.67 | 3.37 | 2.52 | 0.46 | 3.50 |
| Expense Ratio | 0.70 | 0.71 | 0.72 | 0.71 | 0.72 | 0.73 | 0.74 | 0.73 | 0.74 | 0.76 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%