Columbia Large Cap Growth Opportunity Fund

C000122586 Fund Overview

Columbia Large Cap Growth Opportunity Fund is a US mutual fund managed by Columbia Funds Series Trust, categorised as United States Large Cap Growth Information Technology Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

• Type: US mutual fund
• Manager: Columbia Funds Series Trust
• Category: United States Large Cap Growth Information Technology Equity
• Assets under management: $1.37B
• 1-year return: 30.1%
• SEC CIK: 0001097519
• SEC series ID: S000010797
• Share class ID: C000122586

C000122586 Investment Objective and Strategy

Columbia Large Cap Growth Opportunity Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Columbia Funds Series Trust.

Investment objective

Columbia Large Cap Growth Opportunity Fund (the Fund) seeks long-term growth of capital.

Principal investment strategy

Under normal circumstances , the Fund invests at least 80% of its net assets ( plus 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. These companies have market capitalizations in the range of companies in the Russell 1000 Growth Index (the Capitalization Index) , which ranged between $ 81.5 million and $ 5.1 trillion as of May 31, 2026 . The market capitalization range and composition of companies in the Capitalization Index are subject to change. As such, the size of the companies in which the Fund invests may change. The Fund may continue to hold a security even if the companys market capitalization is no longer within the range of the Capitalization Index.

The Fund invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. Under normal circumstances, the Fund also invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of growth companies. The Fund considers growth companies to be those companies that are either constituents of an index constructed by a third party to identify companies with various characteristics of growth companies, have a higher Institutional Brokers' Estimate System (I/B/E/S) medium-term growth forecast (two year) than the median ranked stock within the companys GICS sector, or have a higher sales per share historical growth rate (five year) than the median ranked stock within the companys GICS sector.

The third-party broad-based index currently used to identify growth companies is the Russell 3000 Growth Index, although the Fund may change this index without prior notice. The I/B/E/S is a database used by brokers and investors to access the estimates made by stock analysts regarding the future earnings of publicly traded American companies. The I/B/E/S medium term growth forecast is a measure of the average annualized EPS (earnings per share) growth forecast of contributing analysts/estimators for the forthcoming two years. The Fund may at times emphasize one or more sectors in selecting its investments, including the information technology sector. The Fund may invest up to 20% of its total assets in foreign securities. The Fund may invest directly in foreign securities or indirectly through depositary receipts.

C000122586 Holdings

Top 10 holdings of Columbia Large Cap Growth Opportunity Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

View all C000122586 holdings

C000122586 Portfolio Allocation

Asset-class allocation of Columbia Large Cap Growth Opportunity Fund by percentage of net assets, from the latest SEC N-PORT filing.

C000122586 Performance

Total returns for C000122586 (as of 2026-10-01), from SEC filings.

C000122586 Risk Information

Risk metrics for C000122586, derived from monthly returns in SEC filings.

• 1-year volatility (annualised): 12.8%

C000122586 Costs and Fees

C000122586 costs about $80 per $10,000 invested per year in fund expenses.

• Net expense ratio: 0.80%
• Gross expense ratio: 0.88%
• Portfolio turnover: 100%
• Brokerage commissions: 1.93 bps of average net assets (SEC N-CEN)

C000122586 Cashflows

Over the 12 months to 2026-05, Columbia Large Cap Growth Opportunity Fund had net outflows of $103.63M, from monthly SEC N-PORT filings.

C000122586 Debt Constituents

No individual debt constituents are reported in Columbia Large Cap Growth Opportunity Fund's latest SEC N-PORT filing.

C000122586 Prospectus and SEC Filings

Official Columbia Large Cap Growth Opportunity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

• Prospectus (485BPOS) — filed 2026-06-25
• Prospectus (485BPOS) — filed 2025-06-26
• Prospectus (485BPOS) — filed 2024-06-27
• Portfolio holdings (N-PORT) — filed 2026-07-29
• Portfolio holdings (N-PORT) — filed 2026-04-27
• Portfolio holdings (N-PORT) — filed 2026-01-28
• Annual census (N-CEN) — filed 2026-05-06
• Annual census (N-CEN) — filed 2025-05-07

Related Funds

Other United States Large Cap Growth Information Technology Equity funds tracked on ABC INVEST:

• Vanguard Growth Index Fund (VIGRX)
• Fidelity Blue Chip Growth Fund (FBGRX)
• iShares S&P 500 Growth ETF (IVW)
• T. Rowe Price Blue Chip Growth Fund, Inc. (TRBCX)
• SPDR Portfolio S&P 500 Growth ETF (SPYG)

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.