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Columbia Select Large Cap Equity Fund Cl A: (MF: NSGAX)
(NA) As of Sep 19, 2024 08:00 PM ET
$21.89 USD
+0.35 (1.63%)
Zacks MF Rank 1-Strong Buy 1
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Nov 30, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.43 | 64 |
| 3 months | 7.03 | 47 |
| 6 months | 12.87 | 52 |
| 1 Year | 13.38 | 57 |
| 3 Year | 13.95 | 44 |
| 5 Year | 10.37 | 32 |
| 10 Year | 12.20 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 97.50 |
| Bear Market (10/07 - 2/09) | -48.29 |
| Bull Market (2/09 - 10/17) | 360.28 |
Load Adjusted Returns as of Nov 30, 2019
| 1 Year | -3.77 |
| 5 Year | 9.04 |
| 10 Year | 10.68 |
| Since Inception | 5.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2019 | 13.20 | 4.38 | 0.14 | NA |
| 2018 | -1.09 | 2.82 | 7.73 | -13.99 |
| 2017 | 6.60 | 4.29 | 5.12 | 6.27 |
| 2016 | 0.00 | 1.77 | 4.77 | 2.99 |
| 2015 | 2.00 | 1.92 | -7.56 | 6.54 |
| 2014 | 0.61 | 5.07 | 0.85 | 4.65 |
Annual Return
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.43 | -5.77 | 24.21 | 9.83 | 2.38 | 11.59 | 30.45 | 17.28 | -2.25 | 13.76 | 24.00 |
| % Total Return Rel to Index | -3.21 | -1.38 | 2.42 | -2.10 | 0.99 | -2.05 | -1.93 | 1.29 | -4.35 | -1.30 | -2.41 |
| % Total Return Rel to Peer | -0.94 | 1.08 | 3.53 | 2.01 | 3.98 | 3.38 | -0.25 | 3.01 | 0.78 | -3.03 | -7.82 |
| % Perf Quintile vs Peer* | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 |
| % Dividends | 0.02 | 0.14 | 0.08 | 0.11 | 0.20 | 0.10 | 0.13 | 0.13 | 0.10 | 0.05 | 0.11 |
| % Yield | 0.87 | 0.98 | 0.50 | 0.85 | 1.50 | 0.66 | 0.69 | 0.86 | 0.75 | 0.42 | 0.94 |
| Capital Gains ($) | 0.44 | 1.22 | 0.71 | 0.12 | 1.10 | 1.90 | 5.11 | 0.51 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.80 | 1.13 | 1.17 | 1.18 | 1.18 | 1.19 | 1.19 | 1.17 | 1.20 | 1.18 | 1.15 |
* 1 = Top 20%, 5 = Bottom 20%