NFEPX Mutual Fund
NFEPX Mutual Fund
Columbia Large Cap Growth Opportunity Fund Institutional Class
NFEPX Mutual Fund Overview
NFEPX Mutual Fund (Columbia Large Cap Growth Opportunity Fund Institutional Class) is managed by Columbia Threadneedle Investments with $271.5M in net assets. NFEPX expense ratio is 0.80%, holding 42 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1997-12-31.
NFEPX performance shows a YTD return of 8.35%. The 1-year return is 19.53% and the 5-year return is 17.16%. NFEPX dividend yield stands at 5.80%, paid semi-annually.
NFEPX top holdings include Nvidia Corp. (13.9%), Microsoft Corp 4.100 Feb 06 37 (10.4%), Apple, Inc (7.0%), Alphabet Inc Common Stock USD 0.001 (7.0%), Amazon.Com Inc (6.1%). View all NFEPX holdings, sector breakdown, or dividend history.
NFEPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NFEPX alternatives are available via the screener, along with tax-loss harvesting opportunities.