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Morningstar

Columbia Select Mid Cap Growth Fund A CBSAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 22.59  /  −0.53 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 152%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CBSAX

Will CBSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBSAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Select Mid Cap Growth Fund to Liquidate R Shares; Ratings Unchanged

null David Carey

David Carey

Analyst Note

On Jan. 8, 2024, Columbia announced it would trim a number of little-used share classes in a move that should simplify investors’ choices going forward. For Columbia Select Mid Cap Growth, the R shares will be liquidated on April 19, 2024; unless investors take action to move to other share classes before that date, those R shares will be automatically exchanged for Class A shares of Columbia Government Money Market Fund IDSXX.

by David Carey
Published on

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Portfolio Holdings CBSAX

More CBSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HubSpot Inc

3.08 50.4 Mil
Technology

XPO Inc

2.89 47.3 Mil
Industrials

Apollo Global Management Inc Class A

2.80 45.8 Mil
Financial Services

DexCom Inc

2.75 45.0 Mil
Healthcare

The Trade Desk Inc Class A

2.73 44.7 Mil
Technology

Cencora Inc

2.67 43.7 Mil
Healthcare

CoStar Group Inc

2.62 42.8 Mil
Real Estate

MongoDB Inc Class A

2.52 41.3 Mil
Technology

CrowdStrike Holdings Inc Class A

2.37 38.7 Mil
Technology

eBay Inc

2.36 38.6 Mil
Consumer Cyclical