Columbia Funds Series Trust - Columbia Large Cap Enhanced Core Fund (CLNCX) Research

The Columbia Large Cap Enhanced Core Fund's primary objective is to achieve an overall investment return that surpasses the performance of the Standard & Poor's (S&P) 500® Index, before considering any fees or operational costs. To accomplish this, the fund allocates at least 80% of its total assets (including any capital obtained through borrowing) into securities directly linked to the S&P 500. These investments encompass common shares of companies within the index, convertible bonds or preferred stocks that can be exchanged for such equities, and financial derivatives designed to replicate the index's or its components' returns. The fund's manager actively adjusts the composition and weighting of these holdings with the aim of generating superior returns relative to the benchmark, while concurrently striving to minimize the risk of underperformance over time.

Market snapshot

Symbol
CLNCX
Price
$26.07
Day change
-0.80%
Market cap
$384.8M
52-week range
22.32-27.59
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brown Advisory Total Return Fund - Investor Shares (BIATX)
  • Diamond Hill All Cap Select Fund Class C (DHTCX)
  • Allspring Large Cap Core Fund - Class R (EGOHX)
  • Fidelity Select Portfolios Air Transportation Portfolio (FSAIX)
  • First Trust High Income Long/Short Fund (FSD)
  • Glenmede Fund Core Fixed Income Portfolio (GTCGX)
  • Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX)
  • Hotchkis & Wiley Large Cap Value Fund Class C (HWLCX)

Open Columbia Funds Series Trust - Columbia Large Cap Enhanced Core Fund (CLNCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.