Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX) Research

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).

Market snapshot

Symbol
CLCRX
Price
$27.27
Day change
+1.07%
Market cap
$1.5B
52-week range
22.01-27.48
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Small Cap Value Fund I Institutional 3 Class (CSVYX)
  • BNY Mellon Institutional S&P 500 Stock Index Fund Class I (DSPIX)
  • Allspring Diversified Capital Builder Fund Class A (EKBAX)
  • Allspring Diversified Capital Builder Fund Administrator Class (EKBDX)
  • Goldman Sachs Mid Cap Value Fund Class A (GCMAX)
  • Nationwide S&P 500 Index Fund Institutional Service Class (GRISX)
  • T. Rowe Price U.S. Equity Research Fund I Class (PCCOX)
  • ClearBridge Mid Cap Fund Class I (SMBYX)

Open Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.