Columbia Large Cap Growth Opportunity Fund (NFEPX)
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20% of its total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.
Fund Info
US19765H2307
Dec 31, 1997
$2,000
Large-Cap
Growth
Expense Ratio
NFEPX has an expense ratio of 0.80%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Large Cap Growth Opportunity Fund (NFEPX) returned -1.84% year-to-date (YTD) and 11.59% over the past 12 months. Over the past 10 years, NFEPX delivered an annualized return of 12.60%, outperforming the S&P 500 benchmark at 10.85%.
NFEPX
-1.84%
8.62%
-1.91%
11.59%
13.64%
12.70%
12.60%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of NFEPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.08% | -3.55% | -10.17% | 2.19% | 8.62% | -1.84% | |||||||
| 2024 | 2.17% | 4.93% | 1.31% | -4.96% | 5.96% | 6.48% | -3.29% | 2.92% | 2.12% | -0.71% | 6.26% | -0.07% | 24.80% |
| 2023 | 9.71% | -3.65% | 4.59% | -0.42% | 2.17% | 5.62% | 3.63% | -2.69% | -5.47% | -2.52% | 12.50% | 5.96% | 31.61% |
| 2022 | -9.30% | -2.75% | 0.26% | -10.67% | -2.01% | -8.07% | 9.54% | -4.67% | -10.16% | 6.02% | 6.68% | -6.69% | -29.54% |
| 2021 | -0.24% | 2.48% | 0.27% | 6.74% | -1.97% | 5.04% | 3.03% | 2.50% | -5.39% | 6.91% | -1.99% | 2.08% | 20.42% |
| 2020 | 2.01% | -6.73% | -9.13% | 14.81% | 6.77% | 4.80% | 7.28% | 10.68% | -4.67% | -3.40% | 10.74% | 4.73% | 40.86% |
| 2019 | 9.90% | 3.72% | 2.30% | 4.66% | -7.01% | 7.89% | 1.78% | -2.10% | 0.31% | 3.01% | 4.85% | 3.15% | 36.34% |
| 2018 | 7.64% | -2.86% | -1.88% | -0.31% | 4.67% | 0.23% | 2.93% | 4.55% | 0.86% | -10.28% | 1.32% | -9.14% | -3.80% |
| 2017 | 4.04% | 3.76% | 1.37% | 2.93% | 3.64% | 0.20% | 2.99% | 1.61% | 0.16% | 2.54% | 1.75% | 0.03% | 27.96% |
| 2016 | -7.98% | -1.75% | 6.54% | -0.48% | 3.59% | -2.70% | 5.55% | -0.51% | 1.08% | -2.96% | 1.56% | 0.43% | 1.52% |
| 2015 | -1.12% | 5.56% | -1.63% | -1.47% | 2.31% | 0.60% | 2.96% | -7.57% | -4.15% | 8.22% | 1.30% | -0.76% | 3.34% |
| 2014 | -1.51% | 5.35% | -4.86% | -1.62% | 5.19% | 3.11% | 0.29% | 4.76% | -0.78% | 1.44% | 1.46% | -0.97% | 11.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NFEPX is 31, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Large Cap Growth Opportunity Fund (NFEPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Columbia Large Cap Growth Opportunity Fund provided a 3.00% dividend yield over the last twelve months, with an annual payout of $0.61 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.61 | $0.00 | $2.58 | $8.22 | $2.80 | $1.82 | $1.88 | $1.09 | $1.99 | $3.82 | $3.12 |
Dividend yield | 3.00% | 2.95% | 0.00% | 19.88% | 37.27% | 11.00% | 8.94% | 11.47% | 5.79% | 12.73% | 21.91% | 15.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Large Cap Growth Opportunity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.61 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.58 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.94 | $8.22 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | $2.80 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $1.82 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 | $1.88 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $1.09 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.88 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $1.99 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.70 | $3.82 |
| 2014 | $1.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.49 | $3.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Large Cap Growth Opportunity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Large Cap Growth Opportunity Fund was 54.21%, occurring on Mar 9, 2009. Recovery took 764 trading sessions.
The current Columbia Large Cap Growth Opportunity Fund drawdown is 6.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.21% | Nov 1, 2007 | 338 | Mar 9, 2009 | 764 | Mar 19, 2012 | 1102 |
| -50.25% | Mar 28, 2000 | 737 | Mar 11, 2003 | 1133 | Sep 13, 2007 | 1870 |
| -36.26% | Nov 17, 2021 | 229 | Oct 14, 2022 | 404 | May 24, 2024 | 633 |
| -30.51% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -26.38% | Jul 21, 1998 | 58 | Oct 8, 1998 | 53 | Dec 22, 1998 | 111 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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