Sensible Investor

Immutable verification record

Columbia Large Cap Growth Opportunity Fund

Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-02-28 · captured 2026-07-29T14:22:09.616Z

This is the permanent record of what our July 29, 2026 data run computed for Columbia Large Cap Growth Opportunity Fund, and the exact SEC documents every number came from — it exists so anyone can check us.

Current interpretation · methodology 1.5

How to read this prior-run record now

61.8% of this portfolio matches the Russell 1000 Growth index, which costs $50 a year per $100,000 to own outright. This fund charges $700 a year.

This interpretation is computed under the current methodology and is not inserted into the immutable record below.

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “Columbia Large Cap Growth Opportunity Fund — best-fit active share,” 38.2% versus the Russell 1000 Growth index, fund portfolio as of 2026-02-28; measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-31. https://sensible-investor.com/registry/cadrx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

CADRX filed expense ratio

Sensible Investor, “Columbia Large Cap Growth Opportunity Fund — filed expense ratio,” 0.70% for CADRX, as of 2026-02-28. https://sensible-investor.com/registry/cadrx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

CADRX fee per active unit

Sensible Investor, “Columbia Large Cap Growth Opportunity Fund — fee per unit of active management,” 1.83% using the CADRX expense ratio as of 2026-02-28 and fund portfolio as of 2026-02-28. https://sensible-investor.com/registry/cadrx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

Active share by comparison index

Holdings difference for every comparison calculated in this run.
IndexActive shareHoldings evidenceIdentifier match
the Russell 1000 Growth index38.2%measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-3191.0%
the S&P 50056.5%measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-3194.6%
the Russell 1000 index59.7%measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-3197.4%
the total US market61.1%measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-3199.3%
the Russell 1000 Value index89.0%measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-3134.1%
the S&P MidCap 40099.2%measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-311.8%
the Russell 2000 index99.9%measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-310.5%
the S&P SmallCap 600100.0%measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-310.0%

Filed expense ratios by share class

Each fee is tied to its filed SEC source and period.
Share classExpense ratioFiling periodSEC document
CADRX (Columbia Large Cap Growth Opportunity Fund)0.70%2026-02-28Open SEC expense filing
CLGPX (Columbia Large Cap Growth Opportunity Fund)1.26%2026-02-28Open SEC expense filing
CLRYX (Columbia Large Cap Growth Opportunity Fund)0.66%2026-02-28Open SEC expense filing
NFEAX (Columbia Large Cap Growth Opportunity Fund)1.01%2026-02-28Open SEC expense filing
NFEDX (Columbia Large Cap Growth Opportunity Fund)0.76%2026-02-28Open SEC expense filing
NFEPX (Columbia Large Cap Growth Opportunity Fund)0.76%2026-02-28Open SEC expense filing

Match rates

How much of the fund filing could be matched to comparison holdings. A benchmark proxy is not compared with itself.
Fund identifier match91.0%
the Russell 1000 Growth index91.0%
the S&P 50094.6%
the Russell 1000 index97.4%
the total US market99.3%
the Russell 1000 Value index34.1%
the S&P MidCap 4001.8%
the Russell 2000 index0.5%
the S&P SmallCap 6000.0%

Fee-drag windows

Dollar fee drag from licensed return windows; the lowest-cost control class is omitted rather than compared with itself, and missing history remains explicit.
Share classWindowFee dragWindow dates
CADRX10 years$27,4272016-07-29 to 2026-07-29
CADRX20 years$133,4172006-07-31 to 2026-07-29
CADRX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
CLGPX10 years$48,6352016-07-29 to 2026-07-29
CLGPX20 years$230,8242006-07-31 to 2026-07-29
CLGPX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
CLRYX10 years$25,8772016-07-29 to 2026-07-29
CLRYX20 years$126,0992006-07-31 to 2026-07-29
CLRYX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
NFEAX10 years$39,2812016-07-29 to 2026-07-29
NFEAX20 years$188,4792006-07-31 to 2026-07-29
NFEAX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
NFEDX10 years$29,7442016-07-29 to 2026-07-29
NFEDX20 years$144,3012006-07-31 to 2026-07-29
NFEDX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
NFEPX10 years$29,7442016-07-29 to 2026-07-29
NFEPX20 years$144,3012006-07-31 to 2026-07-29
NFEPX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26

Check it yourself

  1. Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
  2. Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
  3. Recalculate the comparison using the active-share formula and portfolio rules.
Raw record (JSON)

Download this record as JSON

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