Columbia Large Cap Growth Opportunity Fund (NFEPX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Columbia Large Cap Growth Opportunity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Columbia Large Cap Growth Opportunity Fund (NFEPX) has returned -13.25% so far this year and 13.34% over the past 12 months. Looking at the last ten years, NFEPX has achieved an annualized return of 13.14%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 31, 1997, NFEPX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 1999 with a return of +16.9%, while the worst month was Aug 1998 at -16.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, NFEPX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -12.3%.

Columbia Large Cap Growth Opportunity Fund has an annualized alpha of 2.98%, beta of 1.02, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since January 02, 1998.

• This fund captured 114.34% of S&P 500 Index gains and 100.37% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.98% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.02 and R² of 0.87, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

NFEPX has an expense ratio of 0.80%, placing it in the medium range.

NFEPX ranks 22 for risk / return — below 22% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Columbia Large Cap Growth Opportunity Fund (NFEPX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Large Cap Growth Opportunity Fund provided a 5.86% dividend yield over the last twelve months, with an annual payout of $1.15 per share.

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.

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.

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 53.78%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.

The current Columbia Large Cap Growth Opportunity Fund drawdown is 16.01%.

The chart below shows the rolling one-month volatility.