Summary
The fund seeks to outperform total return performance of the benchmark index by investing in large-size companies in the United States.
The investment process utilizes fundamental analysis to identify companies that have the potential to outperform.
The research team uses sector- and industry-specific stock selection models to construct the portfolio. The team focuses on companies that deliver superior returns over the long term.
The fund may from time to time emphasize one or more sectors in selecting its inves
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Directors
May 11, 2023- Batejan, George S.
- Beckman, Daniel J.
- Blatz, Kathleen
- Carlton, Pamela G.
- Carrig, Janet Langford
- Connaughton, J. Kevin
- Darragh, Olive
- Flynn, Patricia M.
- Gallagher, Brian J.
- Hacker, Douglas A.
- Lukitsh, Nancy T.
- Moffett, David M.
- Paglia, Catherine James
- Yeager, Sandra
- Trunow, Natalie A.
Chief Compliance Officer
- Thomas P. McGuire
Fund Manager(s)
- Raghavendran Sivaraman
- Oleg Nusinzon
Price
Company Name |
Holding |
| MICROSOFT CORP | 7.55 % |
| NVIDIA CORP | 6.83 % |
| APPLE INC | 6.79 % |
| ALPHABET INC | 4.84 % |
| AMAZON.COM INC | 3.28 % |
| META PLATFORMS INC | 2.92 % |
| COLUMBIA SHORT TERM CASH FUND | 1.67 % |
| JPMORGAN CHASE & CO | 1.6 % |
| JOHNSON & JOHNSON | 1.36 % |
| QUALCOMM INC | 1.27 % |
| More |
Documents
Performance
YTD
6.2%
3 Year
-8.15%
5 Year
18.35%
Best
34.38%
2013
Worst
-36.86%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 11.1% | 8.2% | -3.6% | 7.7% | -20.5% | 12.6% | -0.5% | 5.8% | 0.2% | 1.2% |
| Q2 | -3.9% | 6.4% | -20.2% | 8.1% | 13% | -1.1% | 5.3% | 3.2% | 1.1% | -0.6% |
| Q3 | - | -2.6% | -5.4% | -22.4% | 0.9% | -0.5% | 7.7% | 5.5% | 4.1% | -6.9% |
| Q4 | - | 7% | 4.7% | 11.9% | 10.9% | 6.5% | -14.6% | 7.1% | 3.7% | 6.3% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2% | 5.2% | 3.5% | -2.4% | - | - | - | - | - | - | - | - |
| 2023 | 6.6% | -2% | 3.6% | 1.2% | - | 5.1% | 3.5% | -1.7% | -4.2% | -2.4% | 8.5% | 1.1% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6% | 20% | -24% | 2% | 6% | 20% | -5% | 24% | 9% | -1% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CCERX | 6% | 20% | -24% | 2% | 6% | 20% | -5% | 24% | 9% | -1% |
| Russell 1000 Index | - | - | -19% | 25% | 19% | 29% | -7% | 19% | 10% | -1% |
| Alpha | 6% | 20% | -5% | -23% | -13% | -8% | 1% | 4% | -0% | 1% |